Thompson Thurman

06/23/2026

Mid-year is the perfect time to check in on your financial strategy — especially if life has looked a little different lately. Big changes can shift your income, risk exposure, or long-term goals, and your plan should evolve right along with them.

Here are a few life events that may signal it’s time for a review:

🔵 Career changes or income shifts — Promotions, job transitions, or new roles can impact retirement planning, benefits, and long-term stability.
🔵 Marriage or partnership changes — Combining finances or adjusting to new household dynamics may reshape your investing and savings goals.
🔵 Divorce or separation — Changes in assets, housing, and income often require a fresh look at your long-term strategy.
🔵 Birth or adoption — Welcoming a child brings new financial responsibilities and planning opportunities.
🔵 Inheritance or windfalls — Sudden liquidity can strengthen your financial future when integrated thoughtfully.
🔵 Home purchase or relocation — Housing decisions often influence liquidity, debt, and long-term planning needs.

Life events can reshape your financial picture quickly. Our team at Thompson & Thurman is here to help you stay on track. If you've experienced a recent change, we’d be glad to walk through how it may impact your strategy.

How has your year changed so far?

06/21/2026

It’s that time of year when we get to celebrate the dads, grandfathers, and father figures who mean so much to our families and our communities.

From all of us at Thompson & Thurman, we hope your Father’s Day is filled with relaxation, connection, and the moments that matter most. And yes—plenty of classic dad jokes never hurt.

How are you celebrating the dads in your life this weekend?

06/17/2026

Inflation has been hard to ignore, but there’s another trend quietly impacting everyday spending: shrinkflation. While prices may look the same, the products you’re buying often aren’t. Our team put together a quick breakdown to help you spot the difference and understand how both can affect long-term financial planning.

As you review your own budget, remember that small shifts in the economy can have a big impact over time. If you’d like help evaluating your financial strategy or exploring ways to protect your purchasing power, our team at Thompson & Thurman is here to help.

What changes have you noticed at the store lately?

06/16/2026

It’s hard to believe we are already at the halfway point of the year. We hope that the first half of your year has been wonderful, and that the second half is just as great.

If anything has come up for you over the past few months, or if you would simply like to check in with us, do not hesitate to reach out.

We are here to leverage our expertise to help you succeed. Give our team a call today, and we can find time to connect.

06/11/2026

Many people are surprised to learn that millions of Americans are considered credit invisible. Without enough credit history to generate a score, everyday financial steps — like buying a car or securing housing — can become more complex than they should be.

Our team at Thompson & Thurman believes understanding your full financial picture is essential to long-term stability and confidence.

If you’re thinking about how credit fits into your broader financial plan, we’re here to help you make informed decisions that support your goals for the future.

Have questions or want to talk through your options? Reach out to us anytime.

06/09/2026

Ready to test your financial knowledge?

This month, we’re breaking down a few key insights about how stocks work and what those numbers really mean. Take a look, challenge yourself, and see if you pick up a few new tips for the rest of the year.

If reviewing your portfolio has raised new questions, our team at Thompson & Thurman is here to help. Reach out anytime and let’s talk through your financial strategy.

06/05/2026

Understanding the strength of a bond issuer is essential when you're building a portfolio that supports long-term financial planning. Bond ratings help you evaluate an issuer’s ability to repay its debt, giving you clearer insight into the level of risk you're taking on.

Our team at Thompson & Thurman put together a simple breakdown to help you understand what those ratings really mean and how they can influence your overall wealth management strategy.

If you’d like to review your bond holdings or explore how fixed-income investments can support retirement planning, estate planning, or other financial goals, we’re here to help.

Reach out anytime to start the conversation.

06/04/2026

Run through this software to see how a Roth Conversion could benefit you. If you want more detail, you can book the next meeting to go through in more detail. I have only seen 1 or 2 people that don't GREATLY benefit from a Roth Conversion.

Roth Blueprint

06/02/2026

June is National Annuity Awareness Month, and it’s a great time to take a closer look at how annuities might support your long-term retirement goals.

Annuities can offer stability, predictable income, and protection, but deciding if they fit your broader retirement strategy takes careful consideration. Our team at Thompson & Thurman is here to help you evaluate fees, liquidity, and how an annuity could complement the financial planning you already have in place.

If you’d like to review your options, we’d be happy to talk through what makes the most sense for your future. Reach out anytime to schedule a conversation.