Thayer Financial

10/15/2026

Medicare Open Enrollment starts today, October 15th! Do you have questions about what this means for you and your financial plans? Give the Thayer Financial team a call today, and let’s schedule a time to discuss your options.

10/14/2026

Myth: "I'll spend less money in retirement."

Reality: While some expenses decrease, others often increase—including healthcare, travel, hobbies, and helping children or grandchildren.

A successful retirement plan accounts for the lifestyle you want, not just replacing your paycheck.

At Thayer Financial, we work together to build a retirement income strategy that's designed around your goals.

10/12/2026

Your legacy is about more than the assets you leave behind.

A thoughtful legacy plan helps ensure your wealth reflects your values, provides for the people you love, and prepares future generations for the responsibilities that come with it.

Whether you're updating your estate plan, considering gifting strategies, or simply starting the conversation, planning today can make a lasting impact tomorrow.

Read the full blog and start thinking about the legacy you want to leave.

If you're searching for a financial advisor, understanding terms like "fee-only fiduciary" can help you make informed choices.

10/09/2026

Financial planning isn't something you do once, it's an ongoing process. That's why we developed our Prosperity 360 Continuous Financial Planning Process.

Instead of focusing on investments alone, we continually monitor every aspect of your financial life, including:
• Retirement planning
• Tax planning
• Estate planning
• Investment management
• Insurance reviews
• Cash flow and income strategies

Life changes. Markets change. Your financial plan should evolve, too.

Learn more about our Prosperity 360 Continuous Financial Planning process at https://www.thayerfinancial.com/retirement-planning/

10/07/2026

At Thayer Financial, we value and understand the importance of regular check-ins and making sure your financial plan stays aligned with your current life stage and needs.

If this kind of personalized and intentional service sounds interesting to you, learn more about who we are and our investment philosophy at https://www.thayerfinancial.com/

09/30/2026

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 October newsletter in your inbox.

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

09/24/2026

For some, prosperity means retiring comfortably.

For others, it's growing a business, supporting children through college, traveling, or leaving a legacy.

Prosperity looks different for every family. At Thayer Financial, we believe your financial plan should reflect your definition of success—not someone else's.

09/22/2026

Financial planning isn't about predicting the future— it's about preparing for it.

Whether markets rise or fall, having a thoughtful plan in place can help you stay focused on what matters most: your long-term goals.

That's the confidence a comprehensive financial plan can provide.

09/21/2026

Most people insure their lives, but what about their income?

Your ability to earn a paycheck is one of your greatest financial assets, yet disability insurance is often one of the most overlooked parts of a financial plan. An unexpected illness or injury could impact your family's financial future long before retirement.

In our latest blog, we discuss:
✔️ Why disability insurance can be even more important than life insurance during your working years
✔️ Common gaps in employer-provided coverage
✔️ Why everyone needs a long-term care strategy—even if traditional LTC insurance isn't the right fit

Planning for the unexpected isn't about expecting the worst; it's about protecting everything you've worked so hard to build.

Read the full blog: https://www.thayerfinancial.com/2026/08/31/plan-for-disaster-why-disability-insurance-matters-disability-insurance/

Planning for disaster is essential; disability insurance helps ensure you can still provide for your family when unexpected events occur, making it vital.

09/18/2026

Being a financial advisor is about much more than investments.

A trusted advisor helps coordinate:
✔ Retirement income
✔ Tax planning
✔ Investment management
✔ Estate planning
✔ Risk management
✔ Major life decisions

Our goal is to bring every piece of your financial life together into one coordinated strategy.