Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️
See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shiftWhether 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.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
EMPOWER BREAKFAST | ECHO - Emergency Care Help Organization#LiveGenerously: Check out ECHO's Empower Breakfast. ECHO is a great organization in our area that impacts the lives of families in our community.
https://echofl.org/empower/
When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk
If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps.
See thrivent.com/social for important disclosures.
Gala — Grow Into You FoundationLive Generously: Check out the information for the Grow Into You Foundation's upcoming Gala. You can learn more about the work they do with Teens in Foster Care and support they offer to post-adoptive families. No products will be sold.
https://www.growintoyoufoundation.org/gala
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
Thrivent Day at the Florida AquariumJoin Thrivent at the Florida Aquarium on Sept. 27th! This family fun event will also host a Toy Drive to benefit West Florida Foster Care services. We hope you can make and we would love to see you there! No products will be sold.
https://www.eventbrite.com/e/thrivent-day-at-the-florida-aquarium-tickets-1310314518999?aff=oddtdtcreator
Thrivent Day at the Florida AquariumJoin Thrivent at the Florida Aquarium on Sept. 27th! This family fun event will also host a Toy Drive to benefit West Florida Foster Care services. We hope you can make and we would love to see you there! No products will be sold.
https://www.eventbrite.com/e/thrivent-day-at-the-florida-aquarium-tickets-1310314518999?aff=oddtdtcreator
Thrivent Day at the Florida AquariumJoin Thrivent at the Florida Aquarium on Sept. 27th! This family fun event will also host a Toy Drive to benefit West Florida Foster Care services. We hope you can make and we would love to see you there! No products will be sold.
https://www.eventbrite.com/e/thrivent-day-at-the-florida-aquarium-tickets-1310314518999?aff=oddtdtcreator
