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Will you be Psychologically Ready to Retire?

For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.

Do I have enough saved for a long, financially secure retirement? Check.

Should You be the Bank of Mom and Dad to Your Adult Child?

What to do when Your Adult Child Comes Looking for a Loan

It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.

How to Take Advantage of a Market Correction

The picture above is a wordle we created by taking words from this week’s market headlines. Not familiar with the term wordle? We’ve got you covered. It’s an applet by which word clouds can be created on a computer.

ABLE Act 101: A New Way To Support Disabled Individuals

We all know a little something about putting money away in the present to save for the future. We fund our retirement with IRAs and take advantage of the tax-friendly investing options. We start contributing to 529 College Saving Plans for our children in order to send them to school later in life.

Stop Hoarding Money & Enjoy the Fruits of Your Labor

If you are fortunate enough to be a member of the retiree club, congratulations! You weren’t able to make it here by a stroke of luck or good fortune. Chances are, you worked hard for a number of years, made a strong effort to invest and save money, and lived well within your means.

Why Women Make Better Investors than Men

When it comes to admitting that women are better at certain things, men have a difficult time conceding any degree of supremacy.

Turn “Taking” Away into “Giving” Back

We know giving back to the community can be worthwhile and rewarding. Often times we are left to contemplate what makes the most sense financially with regards to where and how much to give. As much as we may desire to donate, we often have to satisfy our own financial obligations first; most notably, TAXES.

Unclaimed Property: Nothing Better Than Found Money

Usually, we are accustomed to the state taking money away from us. Let’s switch roles. Many people don’t know there is a way to get your money back that belongs to you. For example, years ago, you may have set up an account and forgot about the final interest payment or dividend received after you withdrew the principal.

Dream Big: Become a Millionaire

Becoming a millionaire is a common goal amongst people of all ages. Although it may seem like a dream at first, it can be more attainable than people think.

Volatile Stocks & Rational Companies

If you haven’t turned on the TV or Computer for a number of years, here is a summary of market headlines:

“Proof the Stock Market Has Gone Nuts”
“Why the Good Times Might Really Be Over”
“World Is Drowning In Debt Goldman Warns”
“Beware of the European Crisis of 2017”

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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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