Thacker Wealth and Retirement

Thacker Wealth and Retirement Our team is dedicated to helping you achieve your financial goals with personalized strategies and an holistic approach.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
06/05/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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πŸŽ‰ Happy Birthday, Dathan! πŸŽ‰Dathan, you're making a lasting impact by guiding clients toward their goals and helping them...
06/05/2026

πŸŽ‰ Happy Birthday, Dathan! πŸŽ‰

Dathan, you're making a lasting impact by guiding clients toward their goals and helping them focus on what matters most. Your leadership, expertise, and dedication truly set you apart. We're thankful to have you on the team!

Wishing you a fantastic day celebrating with Katie and the kids! πŸ₯³

Join us in welcoming our summer intern, Luke Blue, to the Thacker Wealth and Retirement team!Luke is a graduate of Davie...
06/03/2026

Join us in welcoming our summer intern, Luke Blue, to the Thacker Wealth and Retirement team!

Luke is a graduate of Daviess County High School and is currently heading into his senior year at the University of Kentucky. Luke is pursuing a triple major in Finance, Accounting, and Business Management. Over the next few years, Luke is focused on building a strong understanding of his career path and finding a role where he can grow, advance, and truly enjoy the work he's doing.

Outside of school, Luke enjoys watching sports, hunting, and playing pickleball. He's a big supporter of Kentucky Basketball, along with the Green Bay Packers and St. Louis Cardinals. Fun fact: his favorite trip has been visiting Yellowstone National Park with his family.

We're excited to have Luke on board this summer and look forward to the energy and effort he'll bring to the team.

Welcome to Thacker Wealth and Retirement, Luke!

Your digital life holds more than just passwords and should be an important part of your estate planning. Read more abou...
06/02/2026

Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital pieces of your life can factor into your plans and where to start:

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Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector h...
05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/29/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Several members of our team at Thacker Wealth recently attended the Raymond James National Conference in Las Vegas. From...
05/29/2026

Several members of our team at Thacker Wealth recently attended the Raymond James National Conference in Las Vegas. From inspiring sessions with fellow advisors to time well spent with friends and the home office team, was full of energy, insight, and connection.

Hearing from Jay Leno was a highlight (and so was visiting the Hoover Dam). What stuck with us the most is what makes this firm so special...the ability to bring big-firm resources and sophistication while still staying grounded in the personal relationships and values that matter most to our clients. It's not just a talking point...it's how we show up every day.

Events like this reinforce why we love what we do: helping clients navigate a complex world with clarity, confidence, and a trusted partner in their corner.

We're grateful for the experience and already looking forward to the next one!

Your home holds memories, and it can also hold important decisions. If you're considering passing on your home to your c...
05/26/2026

Your home holds memories, and it can also hold important decisions. If you're considering passing on your home to your children or other loved ones, open communication now can help everyone approach what comes next with clarity and confidence. Read more on tips for navigating these important conversations:

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Today, we remember and honor those who gave their lives in service to our country. Their sacrifice will always be rememb...
05/25/2026

Today, we remember and honor those who gave their lives in service to our country. Their sacrifice will always be remembered.

Our office will be closed today (Monday, May 25), and will reopen on Tuesday, May 26.

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/22/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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2810 Frederica Street
Owensboro, KY
42301

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