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April 2021 Newsletter

April 2021 Thrive Times            New Design, Better Newsletter. Tax season in full swing . . . Healthcare spending impacted during this pandemic . . . Concerns about Social Security Benefits . . . Read about this and more in this month’s Thrive Times. Make an Appointment Today! https://www.meetthrive.com/appointments

December 2020 Newsletter

Thrive Roadmap to Retirement Digest   December 2020 New Checklist!   Financial Issues to Consider Before 2021 This checklist covers year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. Download Now! Comforting Chocolate Chip Cookies As we enter the colder months, nothing warms your …

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Thrive Roadmap to Retirement Digest – November 2020

  Flourish | Prosper | Succeed Meet Our Team Kathy Olivari, Associate Financial Advisor Kathy joined the Thrive Team in 2020 bringing with her a wealth of knowledge and experience with over 30 years in the financial services industry. She is extremely well rounded and has exposure to a variety of positions including being a …

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