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Market Insights

Timely insights for you on retirement, investing, the economy and life.
How the SECURE Act 2.0 Changed RMDs
Picture of Cathleen P. McCloy
Cathleen P. McCloy
, CFP® |
CFP®
In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help investors who wanted to contribute...
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Understanding the Impact of Tariffs on Financial Planning
Picture of Jim Worfolk
Jim Worfolk
, CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
In international trade, tariffs matter a lot. They are taxes placed on goods coming into a country. These customs duties can change trade deficits and...
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Who Is Your Trusted Contact?
Picture of David Brower
David Brower
, CFP® |
CFP®
Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide...
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Volunteering in Retirement
Picture of Cathleen P. McCloy
Cathleen P. McCloy
, CFP® |
CFP®
“This generation got no destination to hold… We are volunteers of America.” “Volunteers” by Jefferson Airplane. Those of a certain age will recall these Jefferson...
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Your Changing Definition of Risk in Retirement
Picture of Jim Worfolk
Jim Worfolk
, CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning. |
CRPC®, Certified Senior Advisor (CSA)®
CSA conferred by Society of Certified Senior Advisors.
CRPC conferred by College for Financial Planning.
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you...
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Retirement Planning - What Do You Need To Retire Effectively?

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Frequently Asked Questions About Our Financial Planning Services

How can a financial advisor help with retirement planning?

A financial advisor, such as one from Thrive Wealth Advisors in Alexandria, VA, helps create a personalized roadmap for your retirement. This includes optimizing pensions, Social Security, 401(k)s, IRAs, and other resources.

Thrive Wealth Advisors brings over 75 years of combined financial advisory experience in Alexandria, specializing in customized financial solutions for retirement, wealth management, and legacy planning. Our advisors hold respected credentials like CFP® and CRPC®.
Wealth management is a crucial aspect of retirement planning as it involves structuring investments, managing risk, and planning for long-term financial security. Our team in Alexandria ensures that your wealth management strategies align with your retirement goals.
At Thrive Wealth Advisors, you can expect a detailed, personalized approach to retirement planning. We assess your needs, create a financial strategy, and provide ongoing support to ensure your retirement plan evolves with your life changes.

It’s recommended to review your financial plan with your advisor at least once a year or whenever there are significant life changes. Thrive Wealth Advisors in Alexandria provides ongoing support to ensure your financial plan stays aligned with your goals and any new circumstances.

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Thrive Wealth Advisors are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NE, NH, NM, NV, NY, OH, PA, RI, SC, TX, UT, VA, WA, WI, WV.
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