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Ask Our Expert – Women and Investing in 2024

6-minute read

Rossitsa (Rossi) Getskova is a Vice President and Portfolio Manager at United Wealth Management. The Thrive team spoke to Rossi about her expert perspective and guidance on how women can best approach and navigate investing in 2024.  Read more

Women in Finance Money Resolutions

5-minute read

Is your wallet whispering sweet nothings about a budget overhaul? Does your bank account yearn for a fatter holiday fund? 2024 isn't just a new year, it's a chance to reset, recharge, and get smarter to reach those financial goals and thrive. Read more

5 Tips to Make the Most of Your New Year’s Savings Plan

5-minute read

You don’t have to go it alone; we’ve got some financial saving tips you can put to use right now. Learn more

How to Get a Small Business Loan for Your Woman-Owned Business

5-minute read

Women in business are continuing to make strides in the world of entrepreneurship. Let's talk about opportunities you can capitalize on to help your small business thrive. Learn more

Building Retirement Savings for Your Golden Years

3-minute read

When saving for retirement, being proactive early on will make for a much smoother ride. Check out our five retirement savings tips here! Get started

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Retirement Cash Flow Planning for Women

4-minute read

You’ve done all the retirement planning you can. You’ve saved, you’re in a good place, and then an unexpected expense strikes. How do you handle it? Learn more

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An Introduction to Estate Planning

9-minute read

Get information on estate planning basics, tips, and how to know if you need a lawyer to help. Includes help planning for the unexpected. Learn more

Retirement Budgeting When Circumstances Change

Infographic

You’ve done all the retirement planning you can. You’ve saved, you’re in a good place, and then an unexpected expense strikes. How do you handle it? Learn more

Your Next Chapter: 5 Steps to Starting a Small Business

5-minute read

Take these 5 steps to starting a small business, turn your passion into a profit and watch yourself financially thrive. Learn more

Funding Life Goals: A Savings Estimator

Infographic

Think about your life milestones, which often include the biggest expenses in life.  Create a successful savings plan by visualizing these moments.  Learn more

A Guide for Women: Financial Independence on Your Terms

6-minute read

Achieving financial independence is up to you. Make choices based on what you want to do, not on what you have to do. All you need is a plan! Let us help

Financial Wellness Checkup for New Moms

5-minute read

Your financial wellness plays a large role in your overall wellness. Discover tips for goals like budgeting, saving for college and long-term financial planning. Get a checkup

A Guide to Survivor Benefits for Widows

7-minute read

Explore our guide to survivor benefits for widows and learn what spouses may be owed in terms of Social Security, pension, military compensarion and more. Let us explain

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"Must-Do" Savings Planner

2-minute read

Want to start saving? A savings planner is a way to plan for your future by cataloging your present.  Learn more

family savings goals infographic

Family Savings Goals: By the Numbers

Infographic

How do you budget for a car, for a vacation, for the kids’ college – when you don’t have a clear vision of the actual costs? Understanding the bigger picture can make it easier to sketch out your own savings plan.  Learn more

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Any educational tools, calculators, guides and other content available on this site are for informational purposes only. These materials are not intended to provide personalized legal, investment or financial advice for your unique circumstances. For specific advice about your unique circumstances, you may wish to consult a qualified professional.