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”

Why You Should Monitor Your Credit

Let’s state up front that you don’t need a credit monitoring service to stay on top of your credit status. For people who are diligent and deliberate in monitoring their own credit, they can do so by accessing a free credit report from each of the credit bureaus once per year.

An Emergency Fund for Life Unexpected

One of the first lessons of finance we are taught, by our parents or through some basic personal finance course, is to make creating an emergency fund our top priority. Having a reserve of cash equivalent to six to 12 month’s worth of living expenses is considered the most fundamental principal of financial security.

Don’t Like Where You are Financially? Change Your Behavior

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions and nutrition.

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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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