Thrive Times June 2023

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Our mission at Thrive is to take the time to learn your personal financial situation and history so that we can help you develop a personalized retirement strategy. Whether you’re just getting started or are ready to retire, our team is here for you every step of the way!

June 2023 Newsletter

Volume 13, Issue 6

10 Exciting Activities to Embrace in Retirement


Retirement opens up a world of possibilities for pursuing new passions, hobbies, and adventures. It’s the perfect time to indulge in activities that bring you joy, fulfillment and a sense of purpose. In this article, we’ll explore ten exciting activities that can enhance your retirement experience and make it truly remarkable.

Travel the World:

Retirement offers the freedom to explore the globe like never before. Whether it’s ticking off items on your bucket list or immersing yourself in different cultures, travel can be an enriching and transformative experience. Plan your dream destinations, join group tours, or embark on solo adventures. The world is your oyster!

Volunteer for a Meaningful Cause:

Retirement presents an opportunity to give back to the community and make a positive impact. Find a cause that resonates with you, such as mentoring disadvantaged youth, working with animal shelters, or participating in environmental conservation projects. Volunteering not only helps others but also provides a sense of fulfillment and purpose in your life.

Pursue Creative Outlets:

Unleash your creativity in retirement by engaging in artistic pursuits such as painting, pottery, photography, or writing. Join local art classes or workshops, participate in writing groups, or start a blog to share your experiences and insights. Embracing creativity can provide a sense of accomplishment and allow for self-expression.

Learn a New Skill:

Retirement is an ideal time to broaden your horizons and learn something new. Whether it’s playing a musical instrument, mastering a foreign language, or honing your culinary skills, the possibilities are endless. Take advantage of online courses, local community colleges, or workshops to acquire knowledge and engage your mind.

Stay Active and Fit:

Maintaining good physical health is vital in retirement. Explore activities like yoga, swimming, and cycling, or fitness classes tailored to seniors. Engage in regular exercise to boost energy levels, promote overall well-being, and reduce the risk of age-related ailments. Don’t forget to consult your healthcare provider before starting any new fitness regimen.

Join Social Clubs and Organizations:

Retirement can sometimes be isolating, but joining social clubs and organizations can provide valuable social connections and friendships. Look for clubs centered around shared interests such as book clubs, gardening groups, or golf associations. Participating in group activities fosters a sense of belonging and provides opportunities for social interaction.

Start a Small Business or Side Hustle:

Retirement doesn’t mean you have to stop working entirely. Many individuals opt to start a small business or side hustle in retirement. Leverage your skills, knowledge, and experience to offer consulting services, sell crafts online, or pursue a passion project. Not only can this generate additional income, but it also keeps you mentally engaged and fulfilled.

Engage in Mind-Stimulating Games and Puzzles:

Keep your mind sharp and engaged by challenging yourself with puzzles, crosswords, Sudoku, chess, or card games. These activities promote cognitive health and can be enjoyed individually or in groups. Consider joining a local game club or participating in online communities dedicated to brain teasers and mental challenges.

Explore the Great Outdoors:

Retirement provides ample opportunities to enjoy nature and outdoor activities. Take up hiking, birdwatching, gardening, or golfing. Spending time in nature has numerous health benefits and enables greater relaxation, rejuvenation, and connection with the environment.

Spend Quality Time with Loved Ones:

Last but certainly not least, retirement is the perfect time to strengthen relationships with family and friends. Plan gatherings, family vacations, or simply spend quality time bonding with loved ones. Nurturing these connections brings immense joy, emotional well-being, and a sense of belonging.


Retirement is a chapter in life that should be embraced with enthusiasm and a spirit of adventure. By engaging in exciting activities like traveling, volunteering, pursuing creativity, learning new skills, staying active, and fostering relationships, you can make the most of your golden years. Embrace these opportunities and create a retirement filled with happiness, purpose, and unforgettable experiences. Seize the day and let retirement be the most rewarding phase of your life.


Start planning your retirement bucket list today and embark on an incredible journey of discovery and fulfillment. Reach out to us at (800) 516 – 5861 or email us at [email protected] to get started. We look forward to empowering you on your journey to retirement!

Navigating Retirement: Is a Financial Advisor Worth the Investment?


Preparing for retirement is a complex but crucial endeavor that requires careful planning and strategic decision-making. While it’s possible to navigate this process independently, many individuals find value in seeking professional guidance from financial advisors. In this article, we will explore the benefits of hiring a financial advisor to get ready for retirement and weigh the costs against the potential advantages, helping you determine if it’s worth paying for a financial advisor’s services.

Expertise and Specialized Knowledge:

  • Retirement planning involves a multitude of financial aspects, including investment strategies, tax implications, and risk management. Financial advisors possess expertise and specialized knowledge in these areas. Their in-depth understanding of the complexities of retirement planning can help you make informed decisions, optimize your investment portfolio, and navigate the ever-changing financial landscape.

Personalized Retirement Strategy:

  • Each individual’s retirement goals and financial situation are unique. A financial advisor can work closely with you to develop a personalized retirement strategy tailored to your specific needs. They consider factors such as your risk tolerance, desired lifestyle, expected retirement expenses, and potential sources of income to create a comprehensive plan that aligns with your objectives.

Mitigating Emotional Biases:

  • During periods of market volatility or economic uncertainty, emotions can cloud judgment and lead to irrational financial decisions. Financial advisors serve as a steady hand, providing objective advice and helping you avoid impulsive actions driven by fear or greed. They can help you stay focused on your long-term goals and navigate through market fluctuations with a disciplined approach. This is especially valuable given the current instability in the global financial market.

Maximizing Investment Returns:

  • One of the primary benefits of working with a financial advisor is their ability to optimize your investment returns. They have access to extensive market research, sophisticated investment tools, and a broader range of investment options. By leveraging their expertise, financial advisors can construct a well-diversified portfolio, balance risk and reward, and identify investment opportunities that align with your retirement goals.

Tax Planning and Efficiency:

  • Retirement planning involves intricate tax considerations. A financial advisor can help you minimize tax liabilities by utilizing tax-efficient investment strategies, maximizing contributions to retirement accounts, and employing strategies like Roth conversions. By optimizing your tax planning, you can potentially preserve more of your retirement savings and enhance your long-term financial security.

Retirement Income Management:

  • One of the most critical aspects of retirement planning is ensuring a steady stream of income to sustain your desired lifestyle. Financial advisors can assist in creating a sustainable withdrawal strategy, balancing income from various sources such as Social Security, pensions, and investment portfolios. They can help you navigate required minimum distributions (RMDs) and guide you on strategies to manage longevity risks to ensure your income lasts throughout retirement.

While there are costs associated with hiring a financial advisor, the potential benefits they offer in terms of expertise, personalized strategies, guidance, investment optimization, tax planning, retirement income management, and even emotional support arguably outweighs the expenses. By carefully considering your needs and conducting due diligence in selecting the right advisor, you can set a solid foundation for a secure and fulfilling retirement.

Critical Tax Planning Strategies for Retirement 


June 2023 Workshops

If you’re approaching retirement and are uncertain about where to start, we are here to help. This month we are hosting more educational and informational workshops if you couldn’t make it to any last month!

Our workshops are designed for local residents aged 55 and over who are retired or nearing retirement and want to be able to enjoy their retirement to the fullest. We’ll cover critical topics including: taxes, inflation, and market volatility (including our current market environment). If you can’t make it to June’s workshops – visit our website to stay up to date on July’s workshop schedule!


*Please note these events are for first-time attendees only.

Click here to register today!

June Dates 

  • Thursday, June 22nd at 6:00 PM | Washington Crossing Inn
  • Wednesday, June 28th at 6:00 PM | Washington Crossing Inn

July Dates 

  • Tuesday, July 11th at 6:00 PM | William Penn Inn
  • Wednesday, July 12th at 6:00 PM | Katz JCC
  • Wednesday, July 12th at 6:00 PM | Kimberton Inn
  • Tuesday, July 18th at 6:00 PM | Spring Mill Country Club
  • Thursday, July 20th at 6:00 PM | William Penn Inn
  • Thursday, July 20th at 6:00 PM | Kimberton Inn

Team Updates


Congratulations – Congratulations to our team member Andrew Stephens on his marriage to Stephanie! Wishing them a lifetime of love, joy, and beautiful memories together.

Wall of Fame – Congratulations to Matt Murphy and Becky Stronger, who have been inducted into the Thrive “Wall of Fame” for April and May. Well done!

New Team Member –  Congratulations to our newest team member Chris Loughery! We are thrilled to welcome you to our team and look forward to getting to know you! Welcome!

Birthdays – Happy Birthday to Jake Weiner and Jamal Clarke! Wishing you both a very special day. We appreciate all your hard work! Enjoy!

Questions? Let’s Get Connected!


Our mission at Thrive is to take the time to learn your personal financial situation and history, so that we can help you develop a personalized retirement strategy. Whether you’re just getting started or are ready to retire, our team is here for you every step of the way

Visit us: 500 Office Center Drive, Suite 300 Fort Washington, PA 19034

Call us: (800) 516-5861

Email us: [email protected]

Check us out:

This material is provided for informational purposes only. Opinions expressed herein are solely those of Thrive. None of the information contained in this document is intended to offer personalized investment advice and does not constitute an offer to sell or solicit any offer to buy a security or any insurance product and is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The information contained herein has been obtained from sources believed to be reliable but accuracy and completeness cannot be guaranteed by Thrive.

Have questions? Schedule a call!

We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrow.

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