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Market Insights

Timely insights for you on retirement, investing, the economy and life.
Pay Yourself First
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.
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do...
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Healthcare Costs in Retirement
Picture of David Brower
David Brower
, CFP® |
CFP®
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would have enough money...
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How Presidential Elections Impact Retirement Savings
Picture of Cathleen P. McCloy
Cathleen P. McCloy
, CFP® |
CFP®
Navigating presidential elections can feel like sailing in choppy waters, especially when it impacts your retirement savings. It is easy to get swayed by election...
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Elder Fraud
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.
Seniors are the highest at risk for scams Elder fraud, also known as elder financial exploitation, has been called the “crime of the 21st century”...
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Does Your Portfolio Fit Your Retirement Lifestyle?
Picture of David Brower
David Brower
, CFP® |
CFP®
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can...
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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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What We Do
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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