Insights

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Join Jack and me to watch the Q2 economic & market update from Thrivent's Asset Management Team and enjoy a local brew - coffee or beer! Feel free to drop in. Unfortunately, no puppies will be in attendance... Friday, April 24th 4pm to 6ish Ironwood office: 18 W. William St in Delaware, OH No products will be sold.
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Are you a woman inspired by your career, a passion-project, or have a spirit of generosity? Bring a friend and join me for conversation and community-building. March 12th at 8:30am at Olentangy River Brewing Company.
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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 shift
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 retirement
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.👇
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Your financial future shouldn't give you a fright! Don't be a scaredy-cat; schedule a complimentary consultation today and gain financial clarity! https://connect.thrivent.com/sarah-kahaian
Help your money last in retirement
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.
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We have an announcement! We are eager to share some exciting news..... soon! We are getting everything ready for the big reveal!
8 ways to get serious about paying off student loan debt
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
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Another fun year supporting Grace Clinics of Ohio at the charity golf scramble! We also hosted a Thrivent Action Team where golfers created care packages for those receiving care at Grace Clinics! Thank you to all our Action Team volunteers and golfers who gave of their time and talent to support a wonderful cause here in central Ohio.
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What a fun day! Jack and I gathered a group of friends and colleagues for a Thrivent Action Team to support Common Ground Free Store Ministries here in our own town. We accepted donations, organized, stocked, and served a meal to those needing some extra support in our community. It feels good to do good. The kids even asked to volunteer again!
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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
5 financial risks (and how to adapt your financial plan)
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
Market uncertainty: Tariffs and economic policy drive volatility
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Is early retirement right for you?
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guesswork
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.