Thacker Wealth and Retirement

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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...
10/16/2026

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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This past weekend was Kristi's birthday! Happy Birthday, Kristi! 🎉 Kristi, you play an important role in helping our cli...
10/14/2026

This past weekend was Kristi's birthday! Happy Birthday, Kristi! 🎉

Kristi, you play an important role in helping our clients and our team every day. We appreciate your dedication, positive attitude, and commitment to providing exceptional client service.

We hope your birthday weekend included time with Jeff and Ryan, a good book, and maybe even plans for an upcoming concert. Here's to a wonderful birthday and a fantastic year ahead! 🎂🎈

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
10/13/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

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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...
10/09/2026

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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Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've work...
10/06/2026

Retirement isn't just about having enough money. It's about having health and independence to enjoy the life you've worked hard to build.
Today's decisions around wellness, preventive care, and healthcare planning can influence both your future lifestyle and financial needs. The Health Portfolio Framework encourages a new way of thinking about health as an investment in your longevity and well-being.
Through Raymond James' support of the MIT AgeLab Preparing for Longevity Advisory Network (PLAN), we're able to bring forward innovative research that helps connect health, longevity and financial planning.

Swipe to learn more.

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
09/29/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

raymondjames.com

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...
09/25/2026

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.

amazonaws.com

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advanta...
09/22/2026

Wondering how employee stock ownership plans (ESOPs) work? Discover the steps required to set one up, what their advantages are and why they might be right for you:

raymondjames.com

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...
09/18/2026

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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Address

2810 Frederica Street
Owensboro, KY
42301

Telephone

+12702403660

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