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

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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings. By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs. See thrivent.com/social for important disclosures.

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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings. By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs. See thrivent.com/social for important disclosures.

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

Whether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.

Learn how to decide where to keep your cash holdings based on the purpose and timing of your money—especially when interest rates begin to fall.

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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation. Come learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This exclusive workshop is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. Dinner will be catered by Bad Ash BBQ. In person event Tuesday, September 23, 2025 at 5:30 p.m. Maquoketa Chamber of Commerce 124 S. Main St., Ste 2, Maquoketa, IA 52060 RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533 Cant make it to the event? Register to watch online https://bit.ly/NPGOct No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation. Come learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This exclusive workshop is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. Dinner will be catered by Bad Ash BBQ. In person event Tuesday, September 23, 2025 at 5:30 p.m. Maquoketa Chamber of Commerce 124 S. Main St., Ste 2, Maquoketa, IA 52060 RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533 Cant make it to the event? Register to watch online https://bit.ly/NPGOct No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation. Come learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This exclusive workshop is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. Dinner will be catered by Bad Ash BBQ. In person event Tuesday, September 23, 2025 at 5:30 p.m. Maquoketa Chamber of Commerce 124 S. Main St., Ste 2, Maquoketa, IA 52060 RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533 Cant make it to the event? Register to watch online https://bit.ly/NPGOct No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation. Come learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This exclusive workshop is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. Dinner will be catered by Bad Ash BBQ. In person event Tuesday, September 23, 2025 at 5:30 p.m. Maquoketa Chamber of Commerce 124 S. Main St., Ste 2, Maquoketa, IA 52060 RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533 Cant make it to the event? Register to watch online https://bit.ly/NPGOct No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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🚪❓ 2 Mystery doors that you will go through when you retire. ❓🚪 One door will lead you to a path where you outlive your retirement savings. You'll reach a point where you cannot do all the things that you hoped to do in your golden years. The other door will lead you to a path where your money outlives you. You're able to do all the things you hoped to do during your golden years. You have the freedom and dignity to give to charity, support your kids and grandkids or anything else that's important to you. You don't need to guess which door you're going to go through. The sooner we can help you plan for this journey - the better your chances of choosing the right door. Work with me and my team - we've seen many people already pass through their door and walked alongside them in their journey. Let me help you prepare now - don't leave this important milestone in your life to chance. Let's start with a no-pressure, no-obligation discussion to learn how I can help. 📞 Call - (563) 599-9995 💬 Text - (563) 500-2316 📧 Email - joshua.theisen@thrivent.com See thrivent.com/social for important disclosures.

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🚪❓ 2 Mystery doors that you will go through when you retire. ❓🚪 One door will lead you to a path where you outlive your retirement savings. You'll reach a point where you cannot do all the things that you hoped to do in your golden years. The other door will lead you to a path where your money outlives you. You're able to do all the things you hoped to do during your golden years. You have the freedom and dignity to give to charity, support your kids and grandkids or anything else that's important to you. You don't need to guess which door you're going to go through. The sooner we can help you plan for this journey - the better your chances of choosing the right door. Work with me and my team - we've seen many people already pass through their door and walked alongside them in their journey. Let me help you prepare now - don't leave this important milestone in your life to chance. Let's start with a no-pressure, no-obligation discussion to learn how I can help. 📞 Call - (563) 599-9995 💬 Text - (563) 500-2316 📧 Email - joshua.theisen@thrivent.com See thrivent.com/social for important disclosures.

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🏡💰 Eastern Iowa Families: Will Your Plan Protect You When Life - or Retirement - Doesn't Go as Planned? Here in Eastern Iowa, I've met too many families caught off guard - not just by life's emergencies, but by retirement arriving faster than they ever expected. Some of these families had a plan. Most didn't. Don't be caught off guard by thinking your workplace benefits are enough to cover emergencies. Your retirement plan and your life protection work together - or they leave costly gaps. ✅ Will your savings last as long as you do? ✅ Is your 401(k) or IRA positioned for the future you want? ✅ Would your spouse or family be financially secure if something happened to you? ✅ Is your retirement income strategy tax efficient so you can keep much of it without giving it to the IRS? I help people in Eastern Iowa answer these questions with confidence - and build a plan that protects them both today and 30 years from now. ✔️ Retirement & Investment Planning ✔️ Life & Income Protection ✔️ 401(k) Rollovers & IRA Options Let's start with a simple, no pressure conversation. It could change everything for your future - and your family's financial clarity. 👇 Click "Learn More" so we can get started on your journey. Because retirement security and family protection shouldn't be left to chance. See thrivent.com/social for important disclosures.

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🏡💰 Eastern Iowa Families: Will Your Plan Protect You When Life - or Retirement - Doesn't Go as Planned? Here in Eastern Iowa, I've met too many families caught off guard - not just by life's emergencies, but by retirement arriving faster than they ever expected. Some of these families had a plan. Most didn't. Don't be caught off guard by thinking your workplace benefits are enough to cover emergencies. Your retirement plan and your life protection work together - or they leave costly gaps. ✅ Will your savings last as long as you do? ✅ Is your 401(k) or IRA positioned for the future you want? ✅ Would your spouse or family be financially secure if something happened to you? ✅ Is your retirement income strategy tax efficient so you can keep much of it without giving it to the IRS? I help people in Eastern Iowa answer these questions with confidence - and build a plan that protects them both today and 30 years from now. ✔️ Retirement & Investment Planning ✔️ Life & Income Protection ✔️ 401(k) Rollovers & IRA Options Let's start with a simple, no pressure conversation. It could change everything for your future - and your family's financial clarity. 👇 Click "Learn More" so we can get started on your journey. Because retirement security and family protection shouldn't be left to chance. See thrivent.com/social for important disclosures.

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🥺 What If Life - and Retirement - Caught You Unprepared? It's an uncomfortable thought - but an important one. What if something unexpected happened and your finances, retirement plans, or family's security weren't ready? Too many people put off getting their financial house in order - until life reminds them why they shouldn't have. Whether it's an unexpected life event or realizing retirement is closer than it seems, waiting too long can leave costly gaps. As a licensed financial advisor serving individuals and families in Iowa, Illinois, Wisconsin, Minnesota, and Florida, I help people get ready for both the "what ifs" and the "what's next" so they can move forward with confidence, not uncertainty. ✅ Don't wait for life to remind you why preparation matters. 👇 Click "Learn More" to start moving forward, and I'll personally reach out to you to schedule your FREE Zoom session. 👉 Take the first step toward financial clarity - before life gets busy again. See thrivent.com/social for important disclosures.

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🥺 What If Life - and Retirement - Caught You Unprepared? It's an uncomfortable thought - but an important one. What if something unexpected happened and your finances, retirement plans, or family's security weren't ready? Too many people put off getting their financial house in order - until life reminds them why they shouldn't have. Whether it's an unexpected life event or realizing retirement is closer than it seems, waiting too long can leave costly gaps. As a licensed financial advisor serving individuals and families in Iowa, Illinois, Wisconsin, Minnesota, and Florida, I help people get ready for both the "what ifs" and the "what's next" so they can move forward with confidence, not uncertainty. ✅ Don't wait for life to remind you why preparation matters. 👇 Click "Learn More" to start moving forward, and I'll personally reach out to you to schedule your FREE Zoom session. 👉 Take the first step toward financial clarity - before life gets busy again. See thrivent.com/social for important disclosures.

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🏡💰 Eastern Iowa Families: Will Your Plan Protect You When Life - or Retirement - Doesn't Go as Planned? Here in Eastern Iowa, I've met too many families caught off guard - not just by life's emergencies, but by retirement arriving faster than they ever expected. Some of these families had a plan. Most didn't. Don't be caught off guard by thinking your workplace benefits are enough to cover emergencies. Your retirement plan and your life protection work together - or they leave costly gaps. ✅ Will your savings last as long as you do? ✅ Is your 401(k) or IRA positioned for the future you want? ✅ Would your spouse or family be financially secure if something happened to you? ✅ Is your retirement income strategy tax efficient so you can keep much of it without giving it to the IRS? I help people in Eastern Iowa answer these questions with confidence - and build a plan that protects them both today and 30 years from now. ✔️ Retirement & Investment Planning ✔️ Life & Income Protection ✔️ 401(k) Rollovers & IRA Options Let's start with a simple, no pressure conversation. It could change everything for your future - and your family's financial clarity. 👇 Click "Learn More" so we can get started on your journey. Because retirement security and family protection shouldn't be left to chance. See thrivent.com/social for important disclosures.

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🏡💰 Eastern Iowa Families: Will Your Plan Protect You When Life - or Retirement - Doesn't Go as Planned? Here in Eastern Iowa, I've met too many families caught off guard - not just by life's emergencies, but by retirement arriving faster than they ever expected. Some of these families had a plan. Most didn't. Don't be caught off guard by thinking your workplace benefits are enough to cover emergencies. Your retirement plan and your life protection work together - or they leave costly gaps. ✅ Will your savings last as long as you do? ✅ Is your 401(k) or IRA positioned for the future you want? ✅ Would your spouse or family be financially secure if something happened to you? ✅ Is your retirement income strategy tax efficient so you can keep much of it without giving it to the IRS? I help people in Eastern Iowa answer these questions with confidence - and build a plan that protects them both today and 30 years from now. ✔️ Retirement & Investment Planning ✔️ Life & Income Protection ✔️ 401(k) Rollovers & IRA Options Let's start with a simple, no pressure conversation. It could change everything for your future - and your family's financial clarity. 👇 Click "Learn More" so we can get started on your journey. Because retirement security and family protection shouldn't be left to chance. See thrivent.com/social for important disclosures.

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.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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.

Designations

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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