Simple Formulas for Your Financial Plan

With an alphabet soup of investment options, it's no wonder that many people see financial planning as overwhelming, obscure, and for geniuses only. For most people though, personal financial planning boils down to just a few topline numbers. The two most basic formulas read like this:

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)

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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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