Toledo Area Associates - Thrivent

06/02/2026

What are common mistakes people make when investing?​

1️⃣ Lacking diversification​
2️⃣ Trying to time the market​
3️⃣ Investing with your emotions​
4️⃣ Ignoring fees and taxes​

For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s

05/28/2026

Whether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

05/25/2026

To all who served and sacrificed for our freedom, thank you.

05/20/2026

Did you know Thrivent can help your finances do more than simply protect what’s important with insurance? From investments to financial guidance, we can help you build your wealth with purpose. Discover how we can work together to make your finances future-ready: https://bit.ly/48EzLs3

05/18/2026

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more risk than you intended. Learn how portfolio rebalancing helps realign your investments with your goals and may keep your strategy on cours...

05/13/2026

Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?

1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)

If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.

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When you're looking for investment solutions that offer stability and security—especially in an uncertain market—your options aren't just limited to CDs and high-yield savings accounts in retirement.

05/10/2026

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

05/07/2026

Thinking about working while receiving Social Security? Your age and your earnings could impact the amount of your monthly Social Security benefit. ​

Here are considerations for balancing work and Social Security: https://bit.ly/41XxFAH

05/05/2026

Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

05/01/2026

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.​

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