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  • Our Story
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    • Jim Garrity
    • Rhonda Bracy
  • Your Personal Assessment
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Outlook 2022
Financial, Investing, Planning, Retirement
Outlook 2022
  • Posted By ThriveFinancial
  • on December 22,2021

LPL Financial Research: Passing the Baton

LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the economy continues to move forward, we’re still feeling some aftershocks of COVID-19 and the Delta variant. At the same time, 2021 also saw a resurgence of activities we missed in 2020, and the S&P 500 Index continued to advance as corporate America faced these challenges with resiliency.

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Women Financial Planning
Financial, Planning
Financial Planning for Women
  • Posted By ThriveFinancial
  • on October 30,2021

There are important planning considerations for women to help them reach their financial goals

At first glance, it may seem odd to consider distinctions by gender when it comes to financial planning. After all, isn’t saving and generating financial security a common pursuit irrespective of sex?

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Financial, Investing, Planning, Retirement
Handling Retirement Shortfalls
  • Posted By ThriveFinancial
  • on May 7,2021

How to address retirement savings that aren’t stacking up.

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Business, Financial, Planning, Taxes
Tax Day Considerations
  • Posted By ThriveFinancial
  • on April 11,2021

Covid-19 created financial challenges for many. Find out how it may affect your April 15 tax deadline.

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Financial, Investing, Planning, Taxes
Your Story, Your Financial Strategy: Guidance to help you pursue your goals
  • Posted By ThriveFinancial
  • on June 19,2020

Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring a secure financial future for ourselves and our loved ones. I’m here to help you navigate the unique complexities of financial challenges, so you can spend more time doing the things you love most.

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Business, Financial, Opinion, Planning
Facing Possible Unemployment? Take These Steps to Prepare
  • Posted By ThriveFinancial
  • on April 9,2020

If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable.

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Business, Financial, Investing, Planning
How to Be Happy and Stay Busy After Retiring
  • Posted By ThriveFinancial
  • on March 4,2020

So you’ve finally made it to retirement. Now that you’re here, you likely have some time on your hands. Here are some pointers for continuing to live a fulfilling, happy life throughout retirement.

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Financial, Investing, Planning
Planning for Ups and Downs
  • Posted By ThriveFinancial
  • on November 29,2019

Market volatility has the potential to erode your net worth. You can take steps now to help insulate your wealth against future market fluctuations.

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Planning retirement
Planning
Pretend You’re Retired for a Month
  • Posted By ThriveFinancial
  • on July 1,2019

Lessons to learn from this experiment.

Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can also cause stress if you’re not sure you have enough money to retire in the lifestyle you’d like. We suggest a dry run: Try living for a month on your projected retirement income. The results might be eye-opening.

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Retirement age
Planning
62, 67, 70: When Will You Retire?
  • Posted By ThriveFinancial
  • on May 24,2019

The financial considerations of retiring “earlier” or “later”

If you can retire by choice, the question of “when” comes to mind. Here’s a look at the pros and cons of retirement at three different ages.

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12
Recent Posts
  • Outlook 2022
  • Financial Planning for Women
  • Handling Retirement Shortfalls
  • Tax Day Considerations
  • Your Story, Your Financial Strategy: Guidance to help you pursue your goals
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  • Financial
  • Investing
  • Opinion
  • Planning
  • Retirement
  • Taxes

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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