September 2021 Thrive Times  Read All About It! RMDs In 2021 . . . Moving During Retirement . . . Strategic Philanthropy . . .  Read about this and more in this month’s Thrive Times!!!     ALSO . . . Here are 3 Ways We Can Help You Right Now! 1. Attend one of…

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August 2021 Thrive Times  Read All About It! Thrive Makes Inc 5000 . . . Roth vs. Traditional IRA . . . The Future of Automobiles . . . SPACs Explained . . .  Read about this and more in this month’s Thrive Times!!!   Full “Thrive Makes Inc 5000” Press Release HERE ALSO . .…

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July 2021 Thrive Times  Read All About It! All About RMDs and their Purpose. . . Tax Strategies in the New Administration . . . How Demographics are Differing on Retirement Plans . . .  Read about this and more in this month’s Thrive Times!!!   ALSO . . . Here are 3 Ways We…

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June 2021 Thrive Times  Read All About It! The $4.5 Trillion Circular Economy . . . Nonprofits Help Narrow Gender Wage Gaps . . . Preparing for a Loved One’s Death . . . Read about this and more in this month’s Thrive Times!!!   ALSO . . . Here are 3 Ways We Can…

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May 2021 Thrive Times            Read All About It! That Pesky Early Withdrawal Penalty . . . New Status on Pension Plans . . . Tax Topic: Qualified Business Income Deduction . . . Read about this and more in this month’s Thrive Times Make an Appointment Today! https://www.meetthrive.com/appointments

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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

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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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  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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  Download our Latest Guide! Take Charge Of Your Taxes | Knowledge You Need For Proactive Planning AVOID SURPRISES AT TAX TIME – Take a look at the changes that could affect your return The phenomenon known as the “bracket creep” Deductions and exemptions that may apply to your situation Download Now > ANOTHER MIXED…

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