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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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After divorce, many people face uncertainty about the future — especially when health concerns and caregiving responsibilities are involved. One client came to us feeling unsure about how she would manage long-term care needs and whether her children might someday shoulder that burden. As a working mother of four who had previously cared for aging parents, these concerns weighed heavily. After working with Steve, she was able to secure a long-term care policy and now feels prepared knowing plans are in place for her future and her family #HeartfeltStories #LongTermCarePlanning #FaithAndFinance #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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After divorce, many people face uncertainty about the future — especially when health concerns and caregiving responsibilities are involved. One client came to us feeling unsure about how she would manage long-term care needs and whether her children might someday shoulder that burden. As a working mother of four who had previously cared for aging parents, these concerns weighed heavily. After working with Steve, she was able to secure a long-term care policy and now feels prepared knowing plans are in place for her future and her family #HeartfeltStories #LongTermCarePlanning #FaithAndFinance #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Over 600 Valentine cards were delivered to MacDill AFB and James A. Haley Veterans' Hospital today for veterans and active military members on Valentine's Day! We hope each recipient knows they are loved, valued, and appreciated. A special thank you to the students at Oakstead Elementary, members of the Builders Club, SGA, and NJHS at Charles S. Rushe Middle School, Key Club members from Sunlake High School and a Bible study group from North Pointe Church in Lutz for participating in this event.

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Over 600 Valentine cards were delivered to MacDill AFB and James A. Haley Veterans' Hospital today for veterans and active military members on Valentine's Day! We hope each recipient knows they are loved, valued, and appreciated. A special thank you to the students at Oakstead Elementary, members of the Builders Club, SGA, and NJHS at Charles S. Rushe Middle School, Key Club members from Sunlake High School and a Bible study group from North Pointe Church in Lutz for participating in this event.

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Thrivent’s Head of Equity Investments, Jim Tinucci, shares what he’s watching most closely as we head into 2026, given market volatility and mixed economic signals: https://bit.ly/3LM213M

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Thrivent’s Head of Equity Investments, Jim Tinucci, shares what he’s watching most closely as we head into 2026, given market volatility and mixed economic signals: https://bit.ly/3LM213M

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Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz

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Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz

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Family is at the heart of everything Quinton does. Alongside his wife, he’s been a foster parent for over 10 years and is an adoptive parent of twins! Quinton is also a nature lover, marathon runner (five of them!), avid reader, traveler, and proud dog dad to a rescued golden retriever/Australian shepherd mix. His compassion, faith, and commitment to serving others shine through in all he does. #MeetTheTeam #FaithFamilyFinance #AdoptionJourney #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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Family is at the heart of everything Quinton does. Alongside his wife, he’s been a foster parent for over 10 years and is an adoptive parent of twins! Quinton is also a nature lover, marathon runner (five of them!), avid reader, traveler, and proud dog dad to a rescued golden retriever/Australian shepherd mix. His compassion, faith, and commitment to serving others shine through in all he does. #MeetTheTeam #FaithFamilyFinance #AdoptionJourney #FloridaAdvisors #AdvocateWealthAdvisors For disclosures, please see thrivent.com/social

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How much life insurance do you actually need? Life insurance isn’t one-size-fits-all — and the right amount can protect your family and your legacy. Use this helpful calculator to get a clearer picture: 👉 https://www.thrivent.com/insights/tools/life-insurance-calculator Have questions? We’re always happy to talk. #LifeInsurancePlanning #ProtectWhatMatters #FaithAndFamily #FinancialClarity #FloridaPlanning For disclosures, please see thrivent.com/social

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How much life insurance do you actually need? Life insurance isn’t one-size-fits-all — and the right amount can protect your family and your legacy. Use this helpful calculator to get a clearer picture: 👉 https://www.thrivent.com/insights/tools/life-insurance-calculator Have questions? We’re always happy to talk. #LifeInsurancePlanning #ProtectWhatMatters #FaithAndFamily #FinancialClarity #FloridaPlanning For disclosures, please see thrivent.com/social

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Sometimes life moves fast — and your financial plan should keep up! Whether you’re reviewing investments, updating insurance, or preparing for a new season of life, we’re here to walk with you. Let’s schedule your financial check-up this month. #FinancialHealth #PlanWithFaith #FaithDrivenFinance #FloridaAdvisors see thrivent.com/social for disclosures

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Sometimes life moves fast — and your financial plan should keep up! Whether you’re reviewing investments, updating insurance, or preparing for a new season of life, we’re here to walk with you. Let’s schedule your financial check-up this month. #FinancialHealth #PlanWithFaith #FaithDrivenFinance #FloridaAdvisors see thrivent.com/social for disclosures

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Today is National Take a Hike Day! We encourage you to "take a hike," or a stroll 🤣, out in nature today to thank God for His beautiful creation. In 2017, Matt, Steve, Kacy and Sally enjoyed lunch on the side of this beautiful mountain in Estes Park; that was one for the memory books!

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Today is National Take a Hike Day! We encourage you to "take a hike," or a stroll 🤣, out in nature today to thank God for His beautiful creation. In 2017, Matt, Steve, Kacy and Sally enjoyed lunch on the side of this beautiful mountain in Estes Park; that was one for the memory books!

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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