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Thrive Times – January 2023

January 2023 Newsletter   Ringing in the new year with our 2023 Thrive Times newsletter! Click here to read it now!

Thrive Times – December 2022

December 2022 Newsletter   The last newsletter of the 2022 year! Click here to listen now! December Newsletter 2022

Thrive Times – November 2022

  Click Here To Read Our Newsletter!: November Newsletter 2022

Thrive Times – September 2022

Click Here To Read Thrive Times September Newsletter – 2022

July 2022 Newsletter

Catch up on some summer reading with our July Newsletter! July Newsletter 2022

Stay Informed

SECURE Act 2.0

SECURE Act 2.0 Written by Erik Schuster, CFP® Financial Planner The new law has something for everyone. From RMDs to student debt, here are the top 6 things you need to know.   One of the only guarantees in life is that things will always change. As we look at the new spending bill that …

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Budgeting For Health Care In Retirement:

Budgeting For Health Care in Retirement:   If you’re like most Americans, after housing and transportation expenditures, one of your biggest retirement expenses is likely to be health care. But unlike the generation before you, you probably won’t have access to retiree health benefits provided by employers or unions. As a result, you should prepare …

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New Year, New Financial Goals

What are your new year’s resolutions? What are your new year’s resolutions? Are you thinking about setting some goals for the new year and working towards making them a reality? Here are some tips to help you get started: 1. Make Your Goals Specific and Concrete: Your goals should be specific enough that they can …

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Let the Holidays Begin!

While you’re busy with the hustle and bustle with friends, family, and your community all celebrating the big holidays of Hannukah (Dec. 18-26th), Christmas (Dec. 25th), and Kwanzaa (Dec. 26-Jan. 1st), don’t forget to have some fun with the smaller holidays too! However, the most important thing is to enjoy the season and share that …

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The Origins of 8 Holiday Traditions

America has plenty of holiday traditions each year, but some of them originated in other countries before making their way here.   • The tradition of decorating Christmas trees dates back to the Middle Ages in Germany, but a New York woodsman named Mark Carr opened the first Christmas tree lot in the U.S. in …

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We’re Moving!

We are delighted to inform you that we are moving our Fort Washington Office to a new location. Our new address will be located at 500 Office Center Drive, Suite 300 Fort Washington PA 19034. Thanks to wonderful people like you, we have outgrown our current workplace and have found a more modern space that …

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