Toby Kaplan - Thrivent

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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. ⬇️

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given.

The 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.👇

What is sequence of returns risk & how does it impact retirement Sequence of returns risk can jeopardize long-term financial security. This is especially the case in the first decade of retirement, when portfolio balances are largest and most vulnerable to market downturns. But the right investment strategies can help minimize this risk and maximize your…

A 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.

Help your money last in retirement Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.