Posted October 24, 2022
Once again, we are honored to have been voted Catawba Valley’s Best Investment Firm during the 2022 Best of Catawba Contest! We don’t take it lightly that we are trusted with our clients’ livelihoods and the sum of what they have worked for their lives, so to be recognized in this way means the world […]
Posted October 1, 2022
Let’s go back to math class. In elementary school, we learned the basics of addition and subtraction before moving up to the complex world of multiplication and division. Perhaps at the time, you didn’t see the point. You may even recall asking your teacher, “when will I use this in my real life”? Well, the […]
Posted October 1, 2022
As advisors, we are trusted with our client’s livelihoods, businesses, and life savings and help them plan for their financial future. As we have worked closely with our clients over the years, many recurring themes come up when creating a retirement plan or estate plan, and that is that everyone wants their loved ones to […]
Posted August 30, 2022
Retirement is a big decision, and it’s hard to know when it’s the right time for you. If you’ve been wondering whether or not you are ready to take this next step in your life and officially retire, the Thayer Financial team has put together some tell-tale signs that you are ready to retire. 7 […]
Posted August 30, 2022
Do you know the story of Goldilocks and the Three Bears? Goldilocks went along her way looking for a bowl of porridge that wasn’t too hot and cold, a chair that wasn’t too big or too small, and a bed that wasn’t too hard but wasn’t too soft. She wanted everything to be ”just right.” […]
Posted July 31, 2022
As a parent, you give up everything for your children. You sacrifice your time, energy, money, body, and priorities, all so that they can be happy, healthy, and prosperous. For eighteen years, you raise them under your roof, and finally, the time comes for them to spread their wings and fly— college. Now, even though […]
Posted July 31, 2022
Medicare— it’s a word that permanently takes up residence in your mind once you start approaching retirement age. Should you get Medicare Part A? Medicare Part B? Medicare Part C? or Medicare Part D? If you retire early, what will you do before you’re eligible for Medicare? You know all the basics. You know the […]
Posted July 1, 2022
When you want to get to know someone, what do you do? You ask them questions. How someone answer’s a question can tell you a lot about a person. Are they confident? Are they knowledgeable? Are they unsure of themselves? Are they avoiding your question? Are they honest? These characteristics of honesty, trustworthiness, confidence, knowledge, […]
Posted July 1, 2022
It’s essential to have people in your life who can tell you the hard truth, be honest with you, and help you see more clearly when your judgment may be clouded. When it comes to retirement, we want to be those people for you. At Thayer Financial, we are committed to being your partner in […]
Posted June 6, 2022
For years, your parents cared for your every need, from changing your diapers to putting food on the table, ensuring you received a good education and were well prepared to set off into the world. Now, the tables have turned, and it’s your turn to care for your aging parents— and it’s not as easy […]