Thayer Financial

05/29/2026

Do you want to receive information about what’s happening at Thayer Financial, how you can achieve your financial goals and how to prepare for what’s next on your financial roadmap? Be sure to subscribe to our monthly newsletter and be on the lookout for our June newsletter in your inbox.

Subscribe by clicking here >> https://tinyurl.com/ThayerFinancialNewsletter

05/28/2026

A new planning opportunity may help families start building wealth for the next generation earlier than ever. In our latest blog, we break down how “Trump Accounts” work, how they compare to 529 plans, and why they may be worth considering as part of a generational planning strategy.

Read more at https://www.thayerfinancial.com/2026/05/04/the-new-trump-account-starter-ira-next-generation-trump-account/

Discover how the new “Trump Account” can empower the next generation with a starter IRA for building lasting wealth. Explore the trump account today.

05/25/2026

Today, we remember and honor the brave men and women who gave everything for our freedom. Thank you for your sacrifice.

05/22/2026

The Thayer Financial office will be closed on Monday, May 25th in observance of Memorial Day. Normal business operations will resume on Tuesday, May 26th.

05/21/2026

Have questions about your financial future? Let's talk! A conversation today can change your tomorrow.

Contact us at (828) 569-2785 or visit https://www.thayerfinancial.com/.

05/19/2026

If you have a specific question on your current investment strategy, tax optimization, insurance analysis or any other financial aspect, our Focused Financial Guidance is the next right step for you.

This 90-minute session provides you with direct access to expert advice without the commitment of our full financial planning process.

Learn more about Focused Financial Guidance and discover if this could be the right fit for you at https://www.thayerfinancial.com/focused-financial-guidance/

05/14/2026

It’s not just what you invest in, but where you hold those investments that can impact long-term outcomes. In our latest blog, we explore how asset location can support tax efficiency, flexibility, and potentially add value over time through “tax alpha.”

Learn how strategic planning goes beyond asset allocation at https://www.thayerfinancial.com/2026/05/04/the-hidden-driver-of-wealth-why-asset-location-is-strategic-packing/

When most people think about investment strategy, they obsess over returns, but asset location is the strategic packing your portfolio needs.

05/12/2026

Life is full of different seasons, each with its own challenges, rewards and learning opportunities. And each season may require something different of you and of your finances.

Our Prosperity 360 program walks with you through each season of life, putting wealth management and planning strategies together that are built around your specific values and goals.

Interested in learning more about how this could help you in your current season of life and beyond? Click the link below to get started. https://www.thayerfinancial.com/contact/

05/10/2026

Today we celebrate the incredible mothers who nurture, inspire, and guide us. At Thayer Financial, we’re honored to help families build strong financial futures for today, tomorrow, and generations to come.

Happy Mother’s Day!

05/08/2026

Retirement is more than reaching a financial milestone — it’s navigating the shift from a paycheck to portfolio income. From Social Security and healthcare decisions to planning for unexpected “phantom expenses,” thoughtful preparation can make a meaningful difference.

Our latest blog explores a retirement transition checklist to help you approach this next chapter with confidence.

Read more at https://www.thayerfinancial.com/2026/05/04/the-retirement-transition-checklist-preparing-for-the-retirement-transition/

Preparing for a smooth retirement transition involves more than just savings; it's about navigating the shift from earning to spending.