Is your hard-earned money in the right places? We like to think of smart planning as a perfectly balanced triangle. If one corner is too heavy or too light, it can have a big impact on your retirement and your tax situation. If you’re ready to have this conversation or know someone who could use our advice, connect with me in the link in the comments.
关于我们
Thimbleberry Financial is a boutique firm focused on providing clients with the advice and tools needed to reach their financial goals. At Thimbleberry Financial we take the time to know our clients and their financial goals. We help our clients with all stages of their financial plan, from defining their goals to identifying possible strategies to implementing and reviewing the solutions. At Thimbleberry Financial our clients are treated like family. Clients appreciate the relationship and personal focus that we give to their financial goals and accounts; they are truly treated like a person and not an account number. It is this human approach that nurtures each relationship at Thimbleberry Financial. A thimbleberry is a fruit (think thorn-less gourmet raspberry) that thrives in the Pacific Northwest and is known for being uniquely flavored and particularly sensitive to being shipped. Only those native to its local market can enjoy this spectacular berry. Our philosophy at Thimbleberry Financial is similar in that service is best kept local and thrives when given focused attention. Each client at Thimbleberry Financial is carefully and actively managed to ensure strategies are implemented in a manner to achieve optimum results. Our approach allows us to develop a clear roadmap for the future and have clients gain a full understanding of their financial and personal goals and what it takes to achieve them. Through maintaining a strong relationship and monitoring progress, Thimbleberry Financial can ensure clients the ability to keep strategies up to date and aligned with their specific life stages. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thimbleberry Financial are not affiliated.
- 网站
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https://thimbleberryfinancial.com
Thimbleberry Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Portland，Oregon
- 类型
- 私人持股
- 创立
- 2016
地点
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获取路线
650 NE Holladay St., Suite 1600
US，Oregon，Portland，97232
Thimbleberry Financial员工
动态
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Building intergenerational wealth is a goal many aspire to, but not everyone will achieve. To build wealth for the next generation, it’s important not only to be on track with your financial goals but to have already met them so you can start planning ahead. Tune in to this episode of Thimbleberry U as we dive into the topic of "Building Intergenerational Wealth." Listen to the full episode by clicking the link in the comments below.
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The goals you want to achieve, both in life and in finances, depend on aligning with the person you’re becoming. Missed this episode of Thimbleberry U? Now’s your chance to catch up! Tune in to learn valuable tips on forward-thinking and life planning. Listen to the full episode—link in the comments below.
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Growing your money is essential, but without the right tools, reaching your financial goals can be challenging. In this episode of Thimbleberry U, we discuss the importance of having both investment and financial advice. We go beyond smart investing to cover saving, budgeting, retirement planning, and much more. Tune in to learn how to create a roadmap for your financial future in our episode, "Investment and Financial Advice: They’re Not the Same." Listen to the full episode by clicking the link in the comments below.
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Unexpected tax bill? If you're a tech professional, watch our latest video to understand why this happens and how to prevent it. We break down the tax implications of RSUs, ISOs, and your company going public. Don't get caught off guard – learn how to manage your equity compensation effectively! If you’re ready to have this conversation or know someone who could use our advice, connect with me in the link in the comments.
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Relying on Social Security alone as a complete retirement plan is not enough. These days, it will only cover about 40% of your pre-retirement income, leaving the big question: how do you pay for the rest of your expenses? In this episode of Thimbleberry U, we debunk common retirement myths and help you start thinking about planning for your future. Listen here: https://lnkd.in/gCswF9J7
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You might not have reached all of your goals yet, but hitting the halfway point is still worth celebrating. From positive reinforcement to boosting motivation, there are many benefits to celebrating your progress. In this episode of Thimbleberry U, Amy discusses the importance of celebrating financial milestones. Listen to the episode here: https://lnkd.in/gPBrKgbX
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Suzanne and Jon Purnell, physicians who once relied on their own financial planning, discovered the difference that professional guidance can make. With Thimbleberry Financial, they transitioned from saving blindly to realizing their dreams—like Suzanne's rewarding career change and buying a property they could pass on to their children. ?????? Ready to turn your aspirations into reality? Connect with us in the link in the comments.
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The rules of retirement have changed. The idea of paying off all your debt before retirement might not be the smartest decision if taking a distribution from your retirement account increases your taxable income. In this episode of Thimbleberry U, we debunk this myth and others in a two-part series: Debunking 10 Retirement Myths. Listen here: https://lnkd.in/gD8TE6uT
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No matter how much we try to protect ourselves from hackers, data breaches can still happen. In this episode of Thimbleberry U, we discuss simple yet effective ways to safeguard your information, from creating longer and more complex passwords to being more selective about the companies you trust with your data. Tune in to discover valuable tips that can help you keep your data safer: https://bit.ly/3ADJlgN