Thrive Financial Group

10/25/2024

What's the secret to building a lasting legacy that extends beyond financial wealth? Find out how to instill values and financial wisdom in future generations. Partner with Thrive Financial Group to create a legacy plan that aligns with your family's vision.

Most of your legacy will be out of your control. Rather than try to micromanage it, focus on instilling the right principles in your kids early, giving them a solid financial education and not pressing on them so hard that they have the desire to rebel.

10/24/2024

Wealth isn't just about accumulation, it's about making a meaningful difference. Discover how strategic philanthropy can amplify your impact and create a lasting legacy. Explore innovative approaches to giving, from impact investing to supporting social enterprises.

In this section Toolkit Home Open Menu What is High Impact Philanthropy? Open Menu Four Philanthropic Plays Open Menu Nonprofits Making an Impact Open Menu Using Nonprofit Exemplars: Lessons Learned ADES Build Up Nepal Capital Good Fund Genesys Works Healthy Learners HomeStart’s The Renew Collabor...

10/23/2024

It’s National Estate Planning Week—a great time to think about your legacy and ensure your loved ones are protected. Estate planning isn’t just for the wealthy; it’s for everyone. Reach out for guidance on how to secure your assets and plan for the unexpected.

10/22/2024

Last week, financial markets saw a strong rally following the Federal Reserve's (Fed) announcement of a 50-basis-point rate cut on Wednesday. Read More.

Penn Mutual Asset Management is committed to serving the institutional marketplace by offering fixed income investment solutions and client-focused services

10/11/2024

It's been said, there are 3 types of information...
1) Information you know
2) Information you don't know
3) ...and information you don't know you don't know

If you have any $$ needs in buckets 2) or 3), let's put our heads together and find out how we can help! -Dream Big, Plan Smart...

10/09/2024

🏛️ History Comes to Light in Sicily
Archaeologists have made a fascinating discovery on the island of Pantelleria: 27 ancient Roman silver coins dating back to 94-74 B.C.

The Story:
These denarii were found "hidden in a hole in the wall" during restoration work on a historic Acropolis. Spotted after rainfall loosened the soil, this treasure offers a glimpse into life during the Roman Republic.

But why were they hidden?
Dr. Thomas Schäfer suggests a thrilling possibility: "The coins may have been concealed during a pirate invasion and never recovered."

Do you have un-discovered or hidden possibilities already in your possession for your financial future, dreams or aspirations? Maybe a slight change in your financial strategy could be the optimization you need that makes all the difference?

What financial optimizations could be awaiting you - Dream Big, Plan Smart...


Source:

Archaeologists unearthed a collection of 27 silver coins that officials say date back to the ancient Roman Republic.

10/09/2024

National Retirement Security Week is the perfect reminder to review your financial goals and ensure you're on track for the future. Small steps today can make a big difference tomorrow.

Many long-time employees have been recently impacted by company layoff's and early retirement incentives. How are you financially positioning yourself for a successful and enjoyable "chapter 2" career?

Need guidance? Reach out to us for help with your retirement strategy. Dream Big, Plan Smart...

10/08/2024

🚨 Postage Alert: Stamp prices jumped to 73¢ on July 14.
But wait, there's more to this story than meets the eye…

This is the 6th increase in just 3 years, outpacing inflation. Businesses, not individuals, may feel the biggest pinch.

It's a small change that hints at larger economic shifts. Keep an eye on these trends; they're part of the bigger financial picture!

How is your financial plan built to account for inflation? Need help?...Connect with Thrive Financial Group to lend a hand!



Source:

On Sunday, the cost of a stamp is going up for the second time this year, jumping 5 cents for first class postage to 73 cents. You probably didn’t notice.

10/07/2024

Social Security benefits for 2025 are expected to change, but perhaps not as much as they did in previous years. Does your financial plan account for changes in Social Security? Connect with us to help you put in place a robust financial plan - Dream Big, Plan Smart...

10/05/2024

Mortgage Refinancing Surges: What You Need to Know 🏠

Recent data shows a significant uptick in mortgage refinancing applications.
Here's what's happening:
1️⃣ Refinancing applications jumped 20% in just one week
2️⃣ The average 30-year fixed-rate mortgage dropped to 6.13%
3️⃣ Refinancing now accounts for over half of all mortgage applications

This trend could present opportunities for homeowners looking to potentially lower their monthly payments or adjust their loan terms. As always, it's crucial to consider your financial situation and long-term goals when deciding about refinancing.


Source:

Applications to refinance a home loan surged 20% last week compared with the previous week, according to the Mortgage Bankers Association's seasonally adjusted index.

10/04/2024

Permanent life insurance can help your family’s financial security in multiple different ways. Learn how this policy helps you, your children and your grandchildren.

Learn how permanent life insurance can play a role in multigenerational legacy planning as an efficient way to pass down wealth.

04/26/2024

Meet Robert and Adriana, a couple who were able to achieve their financial goals with the help of Thrive Financial Group. Check out their inspiring journey and see how they transformed their financial future. Don't miss out on this informative blog post, linked below!
https://www.thrivefinancial.group/blog/client-success-story-robert-adriana