Thrive Times May 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!

May 2023 Newsletter

Volume 13, Issue 5


Celebrate Mother’s Day Every Day This Holiday

Mother’s Day is a time to appreciate all mothers — from birth mothers to foster mothers, from godmothers to grandmothers, and even mothers whose only children are covered in fur and walk on paws. Mother’s Day is a celebration of unconditional love, incredible strength, fortitude, and seemingly endless patience. Even though one day a year isn’t enough to honor one of the most important people in your life, Mother’s Day is an excellent opportunity to express your gratitude for and carve out quality time with the person that raised you. Whether it’s your mother, grandmother, or mother figure, there are plenty of ways to celebrate and honor them this season. 

Here are some ideas to get you started: 

Plan a Special Outing: Take your mom out for a special outing that she’ll love. It could be a picnic in the park, a visit to a museum, or a day at the spa. The key is to choose something that your mom enjoys and to make her feel special. 

Cook a Meal: If your mom loves to cook, surprise her by making her favorite meal. This could be breakfast in bed, a homemade dinner, or a dessert that she loves. Make it a family affair by getting everyone involved in the cooking process. 

Send a Thoughtful Gift: A thoughtful gift can go a long way in showing your appreciation. Consider sending a personalized gift, such as a photo album, a custom piece of jewelry, or a heartfelt card. 

Spend Quality Time: Spend some quality time with your mom doing something that you both love. Whether it’s gardening, watching a movie, or taking a walk, the important thing is to spend time together and create memories. 

Volunteer Together: Give back to the community by volunteering together. This could be at a local food bank, animal shelter, or senior center. Not only will you be doing something good for others, but you’ll also be strengthening your bond as a family. Click here for a directory to find places or ways to volunteer!

Write a Letter: Write a heartfelt letter to your mom expressing your love and gratitude. Let her know how much she means to you and how grateful you are for all that she does. 

In conclusion, there are many ways to celebrate Mother’s Day this season. Whether you choose to plan a special outing, cook a meal, send a thoughtful gift, spend quality time, volunteer together, or write a letter, the important thing is to show your appreciation and love for the special woman in your life. So, take the time to celebrate and make this Mother’s Day a memorable one.


Critical Tax Planning Strategies for Retirement 

May 2023 Workshops

If you’re approaching retirement and feeling uncertain about where to start, Thrive Financial Services can help. We’re hosting FREE educational and informational workshops to provide you with the knowledge you need to thrive today and tomorrow.

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. We’ll cover critical topics, including taxes, inflation, and market volatility (including our current market environment). We will be discussing strategies at this event that are most suitable for individuals or families with $250,000 or more in retirement savings.

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns with the current market volatility and inflation.

Last month, we had 11 days of successful workshops that were packed with everything you need to know heading into your retirement years. Join us for dinner and a knowledge experience like no other. See below for our upcoming dates — and stay tuned for upcoming events in June! *Please note these events are for first-time attendees only. Stay tuned for June workshop dates – coming soon!

Click here to register today!

  • Tuesday, May 16th at 6:00 PM | Brandywine Prime
  • Tuesday, May 16th at 6:00 PM | Riverwinds
  • Tuesday, May 23rd at 6:00 PM | William Penn Inn
  • Wednesday, May 24th at 6:00 PM | Riverwinds
  • Wednesday, May 31st at 6:00 PM | William Penn Inn

Memorial Day 

Written by George Cressman, Jr., PE Colonel (Ret)

Memorial Day is a national holiday in the United States that is observed on the last Monday of May. This day is dedicated to remembering and honoring the men and women who died while serving in the United States Armed Forces. Memorial Day was initially known as Decoration Day and began after the Civil War to commemorate the Union soldiers who died in battle.

Our very own retired PE Colonel, George Cressman Jr., reminds us that “Memorial Day is a day to honor and remember the brave heroes of our heritage who lost their life serving our country. They still speak to us. We can still hear their voices if we listen quietly, remembering conversations we had with them before they gave their last measure of devotion to this nation. And even if you are not a Gold Star Family member, a battle buddy, friend, or relative of a fallen hero, all you have to do is look around and you will see their legacy.

Americans gathered in a free society, unified with the common purpose of honoring uncommon bravery. We are their legacy — regardless of the place or the war fought, the purity of sacrifice is without question. Young men and women lost their lives to make the freedom of others possible.

Over a million U.S. heroes have lost their lives while fighting in wars since the American Revolution. The heroes we remember today are not exclusive to gender, race, or religion. They are a diverse group wedded to the common principle that America is a nation worth dying for. They will forever be in our hearts and minds — all the Soldiers, Sailors, Airmen, Coast Guards, and Marines. And we would like to also extend our gratitude and support for a group that has already given their country so much — the Gold Star families.”

As we take time to honor and remember those who have died while serving in the military, we must also recognize the sacrifices made by the families left behind. Memorial Day is an opportunity for us to come together as a nation and pay tribute to these brave men and women who gave their lives in service to our country. Let us take a moment to remember their sacrifice and to thank those who continue to serve and protect our great nation.

Company Updates

Birthdays – Wishing George Cressman and Bret Elam nothing but the best on their special day! We appreciate everything you do for us and our clients. Enjoy every moment and have a fantastic year ahead!

Our Thanks – We would like to express our gratitude to the dedicated nurses and teachers who work tirelessly to care for our health and education. Your commitment, expertise, and compassion inspire us every day. Thank you for making a difference in the lives of so many.

Catch Us on the Radio – Time to level up your retirement! Every weekend, our radio show covers useful tips, stories, and actionable advice for anyone looking to enhance their retirement. Tune in on Saturdays and Sundays for new episodes or download them to listen whenever works for you so you can stay updated with the latest news. Click here to listen now!

MVP of the Month – Congratulations to Andrew Stephens, who has been awarded the MVP of the month for his outstanding contributions and exceptional performance. He has transitioned into a new role and has demonstrated strong leadership, teamwork, and a commitment to achieving results, making him a valuable asset to the team. Well done!

Questions? Let’s Get Connected!

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

Call us at: (800) 516-5861

Email us at: [email protected]

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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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