Thrive Times Is Out NOW! Packed with valuable insights, upcoming workshops, and an exclusive article written by our very own Erik Schuster! Click the link below or read it here: https://buff.ly/46P7YCE Subscribe to our newsletter to get access to having it sent straight to your inbox every month whenever a new edition comes out! #financialservices #retirement #stayinformed #ThriveTimes
Thrive Financial Services
金融服务
Fort Washington，Pennsylvania 1,256 位关注者
Flourish | Prosper | Succeed
关于我们
Thrive Financial is a client-first, independent, wealth management firm. People, businesses, and non-profit organizations, all over the United States turn to Thrive to help them get where they need to go financially. At Thrive, we believe you were intended to thrive and succeed, but the right information can be hard to find in our industry today. That's why we focus on an education-first approach with all of our clients. Our commitment to operating as an independent financial services agency means we can partner with numerous companies, enabling objective comparison to maximum savings and providing solutions that are truly in the best interest of those we serve. Everything we do is to help you attain the financial success you’ve worked hard to achieve. Unlike the most common, and fundamentally flawed approach to financial planning, we believe our approach will help protect our clients during market declines, without sacrificing growth during market advances. We believe the focus should be keeping the gains you earn and not crossing your fingers hoping someday the market will rebound.
- 网站
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https://www.thrivefinancialservices.com
Thrive Financial Services的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Fort Washington，Pennsylvania
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Safe Money Strategies、Insurance Solutions、Financial Education、Financial Services、Financial Planning、Retirement、Tax Planning和Legacy Planning
地点
Thrive Financial Services员工
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Bret Elam
I am a President, Educator, and Author helping retirees and pre-retirees pull together the puzzle pieces of income distribution, taxes, and…
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George R. Plock Jr., AIF?, NSSA?
Financial Advisor at American Wealth Executives, LLC
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David Bezar
Serial entrepreneur in the financial service and marketing space.
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Rebecca Munz
Customer Success Manager @ Thrive Financial Services
动态
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Giving to causes you care about not only supports impactful organizations but also brings financial and estate benefits. Swipe through to explore smart ways to enhance your charitable giving! From donating appreciated assets to strategic timing with donor-advised funds, there are many paths to impactful generosity. Reach out with questions or to discuss more about charitable giving. Our team is always ready and willing to help! #TeamThrive
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With the Thanksgiving holiday around the corner, we wanted to share a reminder about the stock market’s closures and hour changes. ??The stock market will be closed on Thanksgiving Day — Thursday, November 28, 2024. ??The stock market will close early at 1 p.m. ET on Friday, November 29, 2024. ??The stock market will resume its normal schedule and hours on Monday, December 2, 2024. As always, if you have any financial questions, our team is here to assist, Wishing you all a Happy Thanksgiving! #TeamThrive #HappyHolidays
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?? Congratulations to Jake Weiner, our Team Member of the Month for September! ?? Jake’s dedication, hard work, and positive attitude have made a big impact on our team and clients. Thank you for going above and beyond, Jake – we’re lucky to have you on our team! ?? #TeamMemberOfTheMonth #Leadership #Teamwor
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Each year, the Internal Revenue Service adjusts tax brackets, credits, and standard deductions in response to inflation. Today, we’re sharing a comprehensive overview of the key changes coming in 2025. Swipe for more information, and feel free to save this guide for future reference. We understand this can be a lot to digest, as always, reach out to our team with any questions or needs. We’re here to help. #FinancialAdvisors #RetirementPlanning #CallUs #TeamThrive
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Last week, market sentiment shifted as Federal Reserve Chair Jerome Powell’s comments dampened rate-cut hopes and October’s inflation data showed a slight rise. Swipe to see insights on CPI data, inflation trends, bond markets, and more. As always, feel free to reach out with any questions or needs. We are here to help. #MarketReport #TeamThrive #Finance
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Do you have your bracket handy? No, we’re not talking about those of the sports variety! Instead, we’re referring to 2025 tax brackets, an important aspect of your financial strategy for the year. Read the graphic to find your expected tax bracket, and feel free to save this post for future reference. As always, if we can be of help, don’t hesitate to give the office a call. #2025 #FinancialPlanning #TeamThrive #PAandNJ
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Meet Brittany Hodge, our Director of Client Services! With a passion for building strong client relationships and a knack for solving complex challenges, Brittany ensures that every client experience is seamless and impactful. Her commitment to excellence and her warm approach make her an invaluable part of our team. We're thrilled to have her leading the way in client services! #TeamThrive #MeetTheTeam #TeamWork #ClientExperience
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???? Happy Birthday to Matt Harrison, our fantastic Financial Advisor! Matt, your commitment to helping others achieve their goals inspires us all. Wishing you a day filled with celebration and a year of success and happiness ahead! ???? #HappyBirthday #FinancialAdvisor #Celebrate #TeamThrive
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With the end of the year approaching, it’s time to think about your taxes. If you're concerned about your tax bill next year, there's still time to plan and potentially save money. Swipe for some year-end tax prep strategies to consider ?? Want to explore these strategies further or have questions? Our team is here to help — reach out today! #TaxPlanning #TeamThrive #Retirement
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