Thayer Financial

07/30/2026

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 August newsletter in your inbox.

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07/28/2026

One of the simplest habits for building long-term wealth is to automate your savings before you have a chance to spend it.

Whether you're contributing to a 401(k), IRA, HSA, or a taxable investment account, setting up automatic contributions helps you stay consistent regardless of market conditions.

Small, regular investments can add up over time thanks to the power of compounding.

Consistency often matters more than timing. Every step you take today helps build a stronger financial future.

07/24/2026

At Thayer Financial, we believe your investments should evolve alongside your life. Changes in your career, retirement timeline, family, income, or financial goals may all warrant adjustments to ensure your portfolio remains aligned with your long-term strategy.

One of the many benefits of being a Thayer Financial client is our proactive approach to ongoing planning. Brittney is currently scheduling 30-minute virtual Investment Review meetings with clients to review portfolios, answer questions, and make sure investment strategies continue to support each client's financial goals.

If you're a client, keep an eye out for an invitation to schedule your review. It's just one more way we invest in our clients and provide continuous guidance through our Prosperity 360 Financial Planning Process.

07/22/2026

Caring for aging parents while raising children? You're not alone.

Our latest blog shares practical financial planning strategies for the Sandwich Generation, including estate planning, 529 plans, protecting your retirement, and more.

Read the full blog to learn how thoughtful planning can help you care for your family—and your future.

https://www.thayerfinancial.com/2026/07/02/financially-navigating-the-sandwich-generation/

Navigating the financial tug-of-war between aging parents and growing children is challenging for the sandwich generation.

07/20/2026

It's one of the simplest financial tasks, and one of the most overlooked— beneficiary review.

Beneficiary designations on retirement accounts and life insurance often override what's written in a will. A quick review today can help prevent confusion for your loved ones tomorrow.

07/17/2026

Market headlines can be emotional. Your financial decisions shouldn't be.

History has shown that some of the market's strongest days often occur shortly after its weakest. Investors who react emotionally and move to cash may miss important opportunities for long-term growth.

A disciplined investment strategy is designed for both good markets and challenging ones.

Rather than trying to predict what's next, focus on what you can control: your goals, your allocation, and your long-term plan.

That's where a trusted financial advisor can make all the difference.

07/14/2026

Running a successful business requires more than growing revenue— it requires planning for your future.

Our comprehensive planning process for entrepreneurs helps business owners coordinate:
✔ Retirement planning
✔ Tax strategies
✔ Business succession planning
✔ Investment management
✔ Personal financial goals
✔ Risk management

Your business is one of your greatest assets. Let's make sure it works as hard for your future as you do today.

07/10/2026

The biggest threat to your investment portfolio isn't always the market—it's emotion.
Fear, FOMO, and reacting to headlines can lead to costly financial decisions. Our latest blog explores how staying disciplined and working with a fiduciary advisor can help you stay focused on your long-term goals.

Read the full blog and learn how to stay focused on your long-term goals, no matter what the markets are doing.

https://www.thayerfinancial.com/2026/07/02/the-role-of-financial-psychology-staying-the-course/

Successful investing involves more than analysis; understanding financial psychology is key to staying the course and making smart decisions in investments.

07/09/2026

Many people create a will or trust and never look at it again. But life changes. Marriage, grandchildren, retirement, new assets, or changes in tax law can all affect your estate plan.

Reviewing your estate documents every few years helps ensure your wishes are still reflected and your loved ones are protected.

07/07/2026

Retirement isn't just about reaching a certain age. Ultimately, it's about making sure you're financially prepared for the life you want to live.

Whether you're:
• Wondering if you're on track
• Deciding when to claim Social Security
• Planning for healthcare expenses
• Creating a retirement income strategy

We're here to answer your questions and help you build a plan with confidence. Contact us today at https://www.thayerfinancial.com/contact/ to get started.