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.👇
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.
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
🎉 Please help me congratulate Lisa Olas on her 1-year anniversary at Thrivent!
Lisa, your heart for service and client care shines every day. Thank you for your excellence, teamwork, and the generosity you inspire in our community.
Here’s to many more milestones together! 🙌
#Thrivent #Anniversary #TeamMilestone #CientFirst #ServingYou
#WellingtonWayFinancialGroup #AdviceYourWay #WealthYourWay
✨Serious About Making Your Investments Work as Hard as You Do? ✨
Join us for an Exclusive Investments Dinner hosted by Thrivent.
Enjoy an evening of insight as Industry Professionals share strategies to grow your investments for wealth accumulation and exit planning. Get a Market and Economic Update and learn how to be positioned for long-term success
📅 Tuesday, September 2, 2025
🕖 7:00 PM
📍 Stallion Restaurant
11630 Polo Club Rd, Wellington, FL 33414
✨ Free for Business Owners – RSVP Required
📧 Email: shanell.foster@thrivent.com
Wellington Way Financial Group of Thrivent
No products will be sold.
Visit Thrivent.com/social for disclosures.
Thrivent Salsa Night1 Week Reminder!!! ✨THRIVENT SALSA NIGHT ✨ Few Spots Remain!
Join us for an evening of fun and faithful impact hosted by Thrivent highlighting amazing nonprofits supporting youth.
Featured Nonprofits include Kids Cancer Foundation, Inc. and Boys & Girls Clubs of Palm Beach County
💃 Enjoy a complimentary salsa lesson and expert dance performances
🍸 Light refreshments
❤️ Spotlight on nonprofits making a difference for children, and receive
✅ A generosity toolkit equipping you to make a difference with Charitable Giving Strategies!
🗓️ Tuesday, July 22 at 6:30 PM
📍 Fred Astaire Dance Studios
157 FL-7, Suite 103
Wellington, FL 33414
👗 Attire: Festive & fun!
📦 FREE Admission:
RSVP: https://bit.ly/4l5m7lT
& Donate: School supplies via our Summer Generosity Amazon Wishlist
https://amzn.to/40qFdL2
All supplies will be delivered to the featured organizations following the event!
At Thrivent, Money Means More...❤️
Let's Dance to make a Difference!
No products will be sold at the event.
Visit Thrivent.com/social for additional disclosures.
#Thrivent #Salsa #ThriventCharitable #GiveBack #FunandImpact #CharitableGiving #DanceforaDifference #SupportingYouthandChildren #LiveGenerously #WellingtonWayFinancialGroup #YourFinancialAdvisor
#MoneyMonday: Correlation & Portfolio Diversification 💸📊
When building wealth, it’s not just about what you invest in...but also how those investments relate to one another.
📈 Correlation, a key concept in portfolio construction measures how investments move in relation to each other.
✨ Why it matters:
When assets in your portfolio are highly correlated, they tend to rise and fall together...leaving you exposed during market swings.
But when you diversify with low or negatively correlated assets, your portfolio becomes more resilient. One asset class may dip, while another rises...helping you manage risk without sacrificing growth potential.
🧠 Smart diversification isn’t about owning more things. It’s about owning the right things that behave differently in different market environments.
P.S. Photo from my other passion, Travel. This one of "Winged Victory" at the Louvre Museum in Paris June 2025. Diversification for the Win!
#InvestSmart #PortfolioDesign #FinancialPlanning #WealthManagement #CorrelationMatters #DiversifyWisely #Thrivent #WellingtonWay #MoneyTips #FinanceWithPurpose #ThoughtLeadership #TravelLove #WingedVictory #Louvre #Paris
See thrivent.com/social for important disclosures. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
Join us for an evening of fun and faithful impact, hosted by Thrivent!
This social and charity event will highlight amazing nonprofits championing youth education and well-being, while raising awareness of Charitable Giving Strategies.
💃 Enjoy a complimentary salsa lesson and expert dance performances
🍸 Light refreshments
❤️ Spotlight on nonprofits making a difference for children, and
✅ A generosity toolkit equipping you to make a difference with Charitable Giving Strategies!
🗓️ Tuesday, July 22 at 6:30 PM
📍 Fred Astaire Dance Studios
157 FL-7, Suite 103
Wellington, FL 33414
👗 Attire: Festive & fun!
📦 Admission:
RSVP: https://www.eventbrite.com/e/thrivent-salsa-night-tickets-1435581134819?aff=oddtdtcreator
& Donate: School supplies via our Summer Generosity Amazon Wishlist
https://www.amazon.com/hz/wishlist/ls/3BZ63JSOWWDI4?ref_=wl_share
All supplies will be delivered to the featured organizations following the event!
At Thrivent, Money Means More...❤️
Let's Dance to make a Difference!
No products will be sold at the event.
Visit Thrivent.com/social for additional disclosures.
#ThriventNight #ThriventCharitable #FunandImpact #CharitableGiving #DanceforaDifference
#SupportingYouthandChildren #LiveGenerously #GiveBack #WellingtonWayFinancialGroup
Join us for an evening of fun and faithful impact, hosted by Thrivent!
This social and charity event will highlight amazing nonprofits championing youth education and well-being, while raising awareness of charitable giving strategies.
💃 Enjoy a complimentary salsa lesson and expert dance performances
🍸 Light refreshments
❤️ Spotlight on nonprofits making a difference for children
✅ A generosity toolkit equipping you to make a difference with Charitable Giving Strategies!
🗓️ Tuesday, July 22 at 6:30 PM
📍 Fred Astaire Dance Studios
157 FL-7, Suite 103
Wellington, FL 33414
👗 Attire: Festive & fun!
📦 Admission:
RSVP: https://www.eventbrite.com/e/thrivent-salsa-night-tickets-1435581134819?aff=oddtdtcreator
& Donate: School supplies via our Summer Generosity Amazon Wishlist
https://www.amazon.com/hz/wishlist/ls/3BZ63JSOWWDI4?ref_=wl_share
All supplies will be delivered to the featured organizations following the event!
At Thrivent, Money Means More...❤️
Let's Dance to make a Difference!
No products will be sold at the event.
Visit Thrivent.com/social for additional disclosures.
#ThriventNight #ThriventCharitable #FunandImpact #CharitableGiving #DanceforaDifference
#SupportingYouthandChildren #LiveGenerously #GiveBack #WellingtonWayFinancialGroup
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
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
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. ⬇️
Estate planning for blended familiesHave you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict.
Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4
Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX
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.
