Toby Kaplan - Thrivent

04/05/2026

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

02/23/2026

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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02/14/2026

Wishing you a day filled with kindness, connection and love. Happy Valentine’s Day!

02/09/2026

Whether 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.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial advisor

01/19/2026

The life and legacy of Dr. Martin Luther King Jr. is one of hope, inspiration and activation. How are you honoring his dream and making a difference in your community?

01/01/2026

Wishing you and yours a happy New Year! May 2026 be filled with many blessings and new opportunities.

12/25/2025

Merry Christmas to you and yours! Hope your day is filled with meaningful time with loved ones.

11/27/2025

Wishing you and your loved ones a very Happy Thanksgiving. As we take time to count our blessings today, what are you most grateful for?

11/11/2025

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

11/03/2025

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.👇

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…

10/20/2025

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.

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

09/01/2025

Wishing you and yours a happy and relaxing Labor Day!