THRIVE, INVESTED IN YOU

1/3 of people have lied about money. Here's why.

Posted by A Thrive Wealth Expert on Sep 13, 2018 9:27:00 AM

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

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.

Read More

Tags: financial tips, women, wealth advisor, Value of advice, Wealth Planning, Retirement Planning, Investment Planning

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.

Read More

Tags: Value of advice, Wealth Planning, Investment Planning, Retirement Planning, wealth advisor

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.

Read More

Tags: Wealth Planning, Investment Planning, emotions

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? 

Read More

Tags: Retirement Planning

FOR EVERY STAGE OF LIFES JOURNEY 

WE'RE HERE

Through our life stage approach, we can provide you with investments and opportunities that are directly related to your unique needs.

Next Steps:

Subscribe to stay informed

Recent Posts

OTHER RESOURCES 

Check out the #MONEYTALK Blog 

Our partner Credit Union, Conexus shares expert advice, practical help and solutions on topics that are important to you and your financial well-being.

You can also take the ‘How Fin-Lit Are You?’ Challenge to test your financial literacy knowledge. Financial literacy is a critical life skill that helps you feel confident about your money and make smart, responsible financial decisions. Take the challenge today and see how you stack up to others.

Conexus #MONEYTALK Blog