Thrive Financial Services

August brought a mix of headlines in the financial markets, with the Fed's anticipated rate cut in September and cooling inflation dominating the conversation. 📉

As we step into September, remember that it's historically the most volatile month of the year. Whether you’re considering alternative opportunities or staying the course, think long-term. As always, reach out with questions or concerns. We are here to help.

Swipe for more insights, and don’t hesitate to reach out with any questions. We're here to help!

Our office will be closed on Labor Day as we pay tribute to the hard work and dedication of workers everywhere. Take this opportunity to relax, recharge, and enjoy time with loved ones. Happy Labor Day! 💼🛠️

Join us at your local library for an informative session on Taxes in Retirement! 📚💡 Whether you're nearing retirement or already retired, this session will provide valuable insights to help you navigate the complexities of tax planning. Don’t miss out on this opportunity to gain knowledge and ask your questions! See you there! 🗓️

Meet Adam Burg, our dedicated Relationship Advisor. With a passion for helping clients build strong financial foundations, Adam is here to guide you every step of the way. Whether you're planning for the future or navigating a complex financial decision, Adam's experience and personalized approach aims to ensure you’re in great hands.

Interested in maximizing your retirement savings, come learn more! Join us at one of our informative seminars at the Copper Crow on September 10th or 17th. Don't miss out on valuable insights for your future!

Meet the team! Brittany Hodge, our dedicated Director of Client Services, ensures quality support and service for all our clients. We're proud to have her leading our client services team!

Did you know that inflation can quietly erode the purchasing power of your retirement savings? In such times, it can be helpful for some to integrate investments such as real estate, stocks, or Treasury Inflation-Protected Securities (TIPS), which can keep pace with or outstrip inflation rates.

Wondering what would be best for your specific situation? Please feel free to contact our team anytime to discuss how we can aim to help protect your savings against inflation and help maintain your lifestyle well into retirement.

Empowering your future starts today! 🌟💰 Celebrate National Financial Awareness Day by taking steps towards financial literacy, planning, and security. Give us a call to talk through your retirement plan!

📢 401(k)s get a lot of attention, but for many Americans—especially government workers—pensions will power their retirement future 💪

With that in mind, we're sharing some tips for people with pensions below.

💸Start early - The sooner you begin saving for retirement, the more time your money has to grow. Don't delay; set aside a portion of your income for your pension today!

💸Stay informed - Keep up with changes in pension regulations, investment options, and retirement planning strategies. Knowledge is power, and being aware of your pension options will help you make informed decisions to seek a secure future.

The overall message for pensions? As with all retirement planning, be an active participant in planning your financial future.

For specifics on pensions and other retirement vehicles, reach out—that’s what we’re here for!

Meet the team! Chris Bak, our seasoned Relationship Advisor, brings a wealth of experience and dedication to supporting our clients. We're proud to have him as part of our team!

Stock market indexes are essential indicators of the stock market’s current status. The major indexes, such as the Dow Jones, S&P 500, and Nasdaq 100, each track different segments of the market.

Swipe through to learn more about these major indexes and what they represent.

As always, if you have any questions about these indexes or your investment portfolio, reach out to our team. We are here to help!

Join us next week for one of our Taxes in Retirement seminars! Get valuable insights and tips to plan your future. Don’t miss out! 💼🧾

Meet the team! Our professional Financial Advisor, Jordan Cohen is here to guide you on your financial journey with his extensive knowledge. We're proud to have him on our team!

Finances in retirement can be hard to navigate. Give us a call and let one of our financial professionals help guide you!

Happy Birthday to our Senior Managing Partner, David Bezar! 🎉🎂 Your leadership and dedication inspire us every day. Wishing you a year filled with success, joy, and great moments.

Meet the team! Beth DeMalavez, our experienced Client Service Specialist, is dedicated to providing exceptional service and support. We're proud to have her experience on our team!

Join us Thursday night at the Hamilton Township Library to discover essential tax strategies for retirees and pre-retirees. Don't miss this chance to enhance your financial planning!

Join us at one of our upcoming seminars to learn more about the tax code in retirement and understand how to optimize your financial strategy. Head to our website https://buff.ly/3WNhMKJ to register. Take control of your future today!

Meet the team! Introducing Gabriela Corado, our exceptional Client Relationship Coordinator. Gabriela is committed to providing outstanding service and support!

Hard to believe we're more than halfway through 2024! ⏳ It's the perfect time to check in on your 2024 goals. Remember, we're here to help you stay on track and achieve your dreams.

Happy Birthday, Stephanie Szylejko! 🎉🎂 Wishing you a day filled with love, laughter, and all your favorite things. Here's to an amazing year ahead!

With more Americans living longer, demand for health care services and long-term care providers has increased — and so have associated costs. Higher costs are expected to continue, and planning for these expenses is essential.

That’s why our team can help you plan early for long-term care and additional medical costs not covered by Medicare. Exploring options such as long-term care insurance and health savings accounts (HSAs) can be crucial in ensuring that you and your loved ones receive the care you need without undermining your retirement savings.

Feel free to contact our team anytime to discuss how to protect your financial future throughout retirement.

Are you confident in your savings and retirement plans? Let's dive into some eye-opening stats about American savings habits and see how you stack up ➡️

Whether you're just starting out or looking to optimize your retirement strategy, our team is here to help you understand your financial situation and aim to plan for a secure future.

Reach out anytime.

Meet the team! Say hello to Stephanie Szylejko, our dedicated Client Relationship Coordinator. Stephanie is here to help ensure you have the best experience with us!

Planning for retirement is often accompanied by myths that can obscure judgment and decision-making. Today, we’re dispelling four such myths. Swipe to learn more ➡️

One fact remains clear: Our team is here to help our network effectively plan for retirement. Should you have any questions about your retirement strategies, please do not hesitate to reach out.

Happy Birthday, Richard Parrett! 🎉🎂 May your day be filled with joy, laughter, and wonderful memories. Here's to another amazing year ahead!

Join us on July 24th at the Katz JCC for a seminar on retirement tax strategies. Gain valuable insights and plan for a tax-efficient future! Check out our website to register!

It's not too late! Register today for our workshop at the Upper Merion Community Center on July 16th. Visit our website for the registration link!

Our office will be closed on July 4th as we join in celebrating the spirit of independence and freedom that defines our nation. Take this time to enjoy festivities with family and friends, and let's remember the significance of this day in our shared history. Happy Fourth of July!

Meet Kimberly Thomas. After reentering the finance industry with The American College of Financial Services, Kim earned her CLF in 2017 and MSM in 2018. In early 2023, she transitioned to a client firm, gaining securities licensing and experience in investment and portfolio management. Kim is also deeply committed to community service, volunteering with Big Brothers Big Sisters, Relay for Life, Habitat for Humanity, Cradles to Crayons, Wreaths Across America, and has been a dedicated blood donor for 9 years.