Recent Posts





Medicare Enrollment Guide

Considering Medicare Plans within a Comprehensive Financial Plan As you retire, health insurance will be an important factor to consider as part of your comprehensive financial plan. As you likely know, Medicare is the federal health insurance plan for U.S. citizens and permanent legal residents (of at least five years) aged 65 and older. A […]

Read more →

The Stock Market and the 2020 Election

What is going to happen to the stock market if (fill in the blank) wins the election? This is a question that I am getting more frequent as we near the 2020 Presidential election. I am not going to be getting into politics and discussing which candidate will be better for the country or the […]

Read more →

Do you have enough insurance?

The COVID-19 crisis has the potential to change everything we thought we knew about our health and our finances. Unfortunately, it isn’t going away any time soon. And it’s got people worrying about what would happen if they lost their income. Could you be leaving your loved ones at risk without having enough insurance in […]

Read more →

Does refinancing your mortgage make sense?

Watch this video to find out With interest rates at all-time lows, you might need to decide if refinancing your mortgage makes sense for your situation. Before you do though, watch this video because it is not as simple as just getting a lower rate. Thayer Financial, L.L.C. (“Thayer Financial”) is a registered investment adviser […]

Read more →

Thinking about doing a Roth conversion?

Watch this video before you decide to do a Roth conversion Thayer Financial, L.L.C. (“Thayer Financial”) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet […]

Read more →

Social Security for Business Owners

Social Security planning for business owners – how to maximize your Social Security and avoid leaving Uncle Sam a big tip If you are a business owner that files as an S Corporation, understanding how Social Security and its bend points function is an important step in both retirement planning and efficient tax management. This […]

Read more →

The Delicate Decade- Getting Retirement Right

What you need to know before retirement Preparing for retirement can be a fun yet challenging process. The biggest issue that I encounter with new clients is that they have spent the last thirty years building their businesses, investing in their retirement accounts (401k’s, IRAs, etc) and now that they are retiring they are going […]

Read more →

How the CARES Act Affects You

Two videos that help explain what Congress just passed If you are wondering how the CARES Act is going to affect you watch these webinars that I created. This is the largest stimulus bill that we have ever seen and understanding the benefits that are available for you, your business, and your family members is […]

Read more →

Staying In Your Seat… Even During The Hard Times

How to avoid making that big mistake when it comes to your investments Investing correctly during times of economic stress is a difficult thing to do. There’s no arguing that we are in a challenging time and faced with rapidly evolving information about COVID-19. The world is adjusting to how to live and work during […]

Read more →

Social Security and Medicare Integration

How Social Security Works I frequently receive questions when it comes to how Medicare and Social Security coordinate. Hopefully, I’ll answer a few of those questions with this article. Social Security is an amazing program that has been in existence since 1935 and has been helpful to provide financial security to retirees for the last […]

Read more →

CFP Professional XY Planning Network NAPFA Fee-Only Network

Subscribe to Our Newsletter!


Latest news

View all

Follow the link below to log into your eMoney, AdvicePay or TD Ameritrade AdvisorClient account.

Click here

Contact Us



Thayer Financial
439 4th Street SW
Hickory, NC 28602

Schedule a meeting