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iThrive Ideas™ (ABLE Savings Plan)

3 Ways to Save for College

A top of mind topic this time of year is “Planning for College”.  College costs continue to rise and the amount of debt students assume is astounding.  The most recent figures around student loans in America has climbed to $1.4 trillion1 and the average debt for a college graduate is $37,172 2

iThrive Ideas™ (Simple IRA)

The Power of Time

Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country.

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What Will Last Longer, You or Your Money?

Would you change anything about how you live today if you knew when you were going to die?  For most of us the answer would certainly be ‘yes’.  But to what degree?  That would likely depend on how many days, months or years you had remaining.

iThrive Ideas™ (Simplified Employee Pension - SEP)

What's Your Number?

A common concern for those approaching their second half is confusion over just how much we should save for retirement. This “number” represents the amount of funds and resources we will need to enjoy an active life and feel productive in our remaining years without running out of money. This is not a one-size-fits-all answer.

iThrive Ideas™ (Long Term Care Insurance)

Father’s Day Financial Tips

This Sunday is Father’s Day, a time to spend with our loved ones celebrating and thinking about all our Fathers have done for us.  Whether those memories were attending childhood sports games, driving you to and from college, or giving parental advice at a grandchild’s birth; one that most likely rings a bell is the old financial tips.  Father’s take pride in their c

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