THRIVE, INVESTED IN YOU

Not talking about money puts us at risk. So why do we avoid it?

Posted by Thrive Wealth Management on Nov 8, 2018 10:30:00 AM

Meet Nancy*. She’s a 55-year-old mother of two with a career she loves. But now that her youngest has finished college, Nancy is thinking about scaling back work to spend more time with her new grandson.

With an empty nest, Nancy thinks she and her spouse can handle the reduced income. Although her retirement savings are modest – Nancy chose to work part-time while her children were young – she trusts that her husband’s retirement fund will see them through comfortably, especially since he doesn’t plan to retire anytime soon.

Or so she thinks. The truth is Nancy and her husband have never seriously discussed their retirement plans. She has no idea at what age he plans to retire or how much money he’d like to have saved by then – or whether his thoughts on either of these things match her own.

If you can relate to Nancy’s story, you aren’t alone.

According to a Fidelity Investments 2018 Couples & Money Study, more than 4 in 10 couples disagree about the age they plan to retire and 54% disagree about how much money they should have saved by that date.

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Three Questions to Guide Your Financial Success

Posted by A Thrive Wealth Expert on Apr 26, 2018 2:00:17 PM

We all know that strange combination of fear and excitement that comes with starting something new. Maybe you experienced it walking through the front door of your first real job: excitement to have a solid grip on the first rung of your career ladder; fear that a shiny new degree and limited life experience would not be enough.

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How to keep your money and emotions in check

Posted by A Thrive Wealth Expert on Mar 14, 2018 12:36:00 PM

If watching the hit TV drama This is Us has taught us anything, it’s how to ride the curves of an emotional rollercoaster. We start each episode with a mix of reluctance and anticipation, unsure of what the future holds or whether we’re equipped for the gut-wrenching turns ahead. Our optimism grows, and soon we’re excited, then downright exuberant.

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The One Decision that Could Boost Your Wealth Today

Posted by A Thrive Wealth Expert on Feb 28, 2018 11:10:00 AM

Your alarm goes off in the early morning hours. By the time you hit the shower, your mind is already running full throttle through the list of decisions you need to make just to get out the door: What should I pack the kids for lunch? How do I get them to hockey practice? Do I need to leave work early? Should I reschedule my last meeting? 

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