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News and Insights

Cedar Rapids Kernels vs. Quad Cities River Bandits Thursday, August 14th at 6:00 p.m. Veterans Memorial Stadium 950 Rockford Rd SW, Cedar Rapids, IA McGrath Auto Party Plaza Register: https://Kernels8-14.eventbrite.com We are excited to welcome Thrivent clients and friends to the Cedar Rapids Kernels vs. Quad Cities River Bandits baseball game! Guests will enjoy a ticket, all you can eat and drink for 3 hours, and an opportunity to live generously with a food drive! Join our group in the McGrath Auto Party Plaza sections 5-6. Directions/schedule details: Use the main gates to get in; gates open at 5:30 p.m. and we have access to the Party Plaza at that time. The Party Plaza will be all the way down the concourse down the 1st baseline and is covered by a blue roof. The Thrivent group will be in sections 5-6. Game begins at 6:35 p.m. Food and beverage service will begin at 6 p.m. and lasts until 9 p.m. (If the game ends prior to the three-hour mark, food and beverage service will close when the game ends.) Registration is required to attend. Security check and photo ID is required for every participant. No products will be sold. For additional disclosures, see Thrivent.com/social.

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

Investing in volatile markets: Smart strategies for confident investing

Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.

Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

Reminder! We are hosting a shred event July 19th from 10:00am-12:00pm Join us at King of Kings Lutheran Church in Cedar Rapids for a free shred day and help support the HACAP Food Reservoir! Bring your sensitive documents to shred securely, and if you’re able, consider donating: - Non-perishable food - Deodorant - Shampoo/Conditioner - Toothpaste/Toothbrushes Donations appreciated but not required. Snacks & drinks provided! Questions? Email lindsey.rinken@thrivent.com. King of Kings Lutheran Church is located at 3275 N Center Point Rd Cedar Rapids, IA 52411 No products will be sold. HACAP Food Reservoir is not affiliated with or endorsed by Thrivent. See thrivent.com/social for important disclosures.

Reminder! We are hosting a shred event July 19th! Join us at King of Kings Lutheran Church in Cedar Rapids for a free shred day and help support the HACAP Food Reservoir! Bring your sensitive documents to shred securely, and if you’re able, consider donating: - Non-perishable food - Deodorant - Shampoo/Conditioner - Toothpaste/Toothbrushes Donations appreciated but not required. Snacks & drinks provided! Questions? Email lindsey.rinken@thrivent.com. King of Kings Lutheran Church is located at 3275 N Center Point Rd Cedar Rapids, IA 52411 No products will be sold. HACAP Food Reservoir is not affiliated with or endorsed by Thrivent. See thrivent.com/social for important disclosures.

Celebrating 20 years of Thrivent Asset Allocation Funds

Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.

You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one. Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss. Learn more about this new membership benefit: https://bit.ly/43H43Zn

Part of our Quadrant team enjoyed the 2025 Thrivent Conference in San Diego this week!

While most small businesses aim to survive, we’re here to help you THRIVE. We understand the complexities of business ownership and can support you through every stage as you help build, preserve and protect your assets.

Event Update: This event is cancelled. Please contact Brittney Davis at 319-383-0164 to set up a private appointment regarding your small business. we apologize for any inconvenience. Thank you!

Are your retirement savings on track?

Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.

Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

There's still space available at our free Small Business Solutions workshop on Wednesday, June 25th at 6:30pm. Take the next step in protecting your business, your family, and your employees. Please join Mike Olinger and Brittney Davis and sign up today: https://bit.ly/Biz_Workshop No products will be sold.

June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.

Business startup costs: 10 basics to plan for

Are you thinking of starting your own business? Check out 10 start up costs that you’ll want to consider for your newest venture.

Join us for an exclusive on-demand recording with former FBI agent, Jeff Lanza, as he provides a down-to-earth guide to defending your company against cyber attacks. It will cover the latest trends in digital breaches and offers solution-oriented tips that apply to every business environment.. Watch today and access helpful resources here: https://bit.ly/ProtectBiz2025 Find all of our upcoming events on our website: https://connect.thrivent.com/quadrant-financial-advisors/events No products will be sold. Jeff Lanza is not affiliated with or endorsed by Thrivent.