Thrivent, January 2026

Trillions of dollars in financial assets are expected to change hands in the upcoming decades as baby boomers give inheritances to their loved ones. It's being called the great wealth transfer.

See the story here.

Thrivent, November 2025

To retire early, you'll need strategic planning, financial discipline and the flexibility to adapt to changing variables. Here are the key points to think about if you're considering retiring by age 60 or even earlier.

See the story here.

Thrivent, May 2025

There are several ways to reduce estate taxes that can eat away at the wealth you want to transfer to your loved ones. One strategy is to create a spousal lifetime access trust (SLAT).

See the story here.

Thrivent, March 2025

Social Security provides income support to millions of Americans. Understanding how it works can help you maximize your benefits when you retire—and help support your family if you become disabled or pass away.

See the story here.

Independent Banker, February 2025

OneUnited Bank's AI-powered financial wellness tool is designed to help the bank's customers make better financial decisions, reduce financial stress, and build generational wealth. 

See the story here.