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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

Term vs. Permanent Life Insurance: What You Need to Know

All of the various forms of life insurance – whole life, term life, variable life, universal life, and the dozens of variations of each – can be distilled down to just two types: Term and Permanent. 

Term Life

iThrive Ideas™ (Market Timing)

Taking the Stairs and a Secure Retirement

Stay with me for a moment. According to Fidelity's latest Retiree Health Care Cost Estimate, a 65-year-old couple retiring in 2016 will need an estimated $260,000 to cover health care costs in retirement.

ABLE Savings Program is now a Reality

Nearly 2 ½ years ago President Obama signed into law the Achieving a Better Life Experience Act of 2014 also known as the ABLE Act.  Since the signing of that bill, States have been charged with the duty of establishing the systems which will allow persons with Special Needs and their families to save and accumulate up to $100,000

iThrive Ideas™ (Tax Tips W-2 Employee)

The NFL Draft & Your Financial Plan: The Future is Now

Next week the National Football League will hold their annual Draft in Philadelphia.  NFL Teams have been diligently analyzing all the prospects entered in the draft in hopes of building the best team they can.  The NFL Draft is the key to building a successful franchise and is an opportunity for teams to acquire new talent and fill spots where they can use improvement. 

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Thrive Wealth Management, LLC’s (Thrive) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  Thrive provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Thrive is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.

Thrive Wealth Management, LLC works as your personal financial advisor or financial planner, offering you a wide range of services such as investment management, retirement planning, insurances, succesion, retirement, tax, small business and many more. We proudly serve clients from King of Prussia and Valley Forge PA, as well as the surrounding communities.

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