Thrive Facts
(what we can help you with):

• Big life changes (health, divorce, assisted living, deaths) equal big financial changes.

• The IRS requires you to take withdrawals from IRA’s. • Inflation has one of the biggest impacts on your retirement.

• Rebalancing your portfolio on a regular basis is a way to reduce risk.

• A stable portfolio considers the right mix of assets… and it changes over time.

• Strategy is critical when deciding how and when to draw social security.

• Preparation is essential to protect your estate (think: inheritance tax, beneficiaries).

Important Disclosure: Investing involves risk including loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Asset allocation does not ensure a profit or protect against a loss.

Please check the appropriate boxes that best represent your current situation.