iThrive Ideas™ (Tax Cuts & Jobs Act)

iThrive Ideas™ (Gifting Low Basis Stock)

iThrive Ideas™ - Charitable Giving

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.

One Impactful Financial Planning Tip for the Season of Giving

We are blessed to work with wonderful people that generously gift time and financial assistance to numerous deserving charities. During this season of giving we want to share one smart gifting strategy.

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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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