❄️Would you rather build snowmen or become a snowbird? Let’s create a retirement plan that takes you somewhere warmer 🏖️. Call me at 860.492.6800
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Whether you’re still working or already living in retirement, having a grasp on where your money goes each month is important to your financial success. I prefer the term “cash flow” and can help you with tools and insights to figure out how to free up money to save, trim down your spending in preparation for retirement, or to make sure your spending is sustainable in retirement! Call me at 860.492.6800 or visit My Website.
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"‘Faith is taking the first step even when you don’t see the whole staircase.’ – Dr. King. On #MLKDay, we reflect on his wisdom and continue helping our clients take confident steps toward financial success."
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January is Financial Wellness month. How healthy are your finances?
Call me at 860.492.6800 or visit My Website.
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Certain birthdays carry financial significance! Are you turning any of these ages this year?
59 ½ - Can access retirement plans penalty free
62 – Earliest age to begin Social Security benefits
65 – Eligible for Medicare
67 – Full retirement age for Social Security
70 ½ - Can perform Qualified Charitable Distributions from your IRAs
73 – Required Minimum Distribution from retirement accounts begin
If you need help navigating these milestones, don’t hesitate to contact my office at 860.492.6800 or visit My Website.
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Here are few financial resolutions that will have a BIG impact! As always, call my office if you have questions! 860.492.6800 or visit My Website. Happy New Year!
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January is full of hope and promise! It is also Financial Wellness Month so let us know how we can help with your financial fitness this year! Call me at 860.492.6800 or visit My Website. Happy New Year!
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New Year, New Goals
Make 2026 you make your long term financial goals a reality.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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We’ve all been there! 😉
No matter where you're starting, Julia is here to guide you, support you, and help you create a plan you feel confident about.
👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 Located in Farmington, CT
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This holiday season was especially fun for our family with the excitement of a four-year-old setting the stage for each activity and event. I’m so grateful for my family and yours, Merry Christmas!
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One of my favorite Christmas traditions is singing “Silent Night” by candlelight at Christmas Eve service. Wishing you and yours a peaceful Christmas Eve!
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What do you really want in life that you’re aiming for!
What do you want your money to do for you?
Where do you want to be?
What milestones matter most?
A clear financial plan connects your “I wish…” to “Here’s how I get there.”
Julia helps you take those hopes off the wish list and turn them into a roadmap for you!
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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Financial planning gets a whole lot easier and clearer with someone you trust guiding you.
Whether you’re starting from scratch, feeling overwhelmed, or just want expert support, Julia can help you! Connect with her here 👉
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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It’s such an honor to give back to The Hole in the Wall Gang Camp, an organization that brings life-changing camp programs to children with chronic and serious illnesses right here in Connecticut. 💛 Thank you to everyone who followed, shared, and supported my page to help make this donation possible. Your kindness truly makes a difference.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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When you utilize the expertise of a CERTIFIED FINANCIAL PLANNER®️ professional, you can set yourself up to take on retirement confidently. Feel confident about your future with Julia.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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Whether you’re nearing retirement or just starting to plan, Julia Weston, takes the time to understand your story, your goals, and what matters most to you.
Offering 💼 Retirement Planning 📈 Investment Management 🛡️ Insurance Solutions
🏡 Long-Term Care & Estate Planning 💬 Ongoing Guidance +More!
👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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Guiding clients toward financial choices that help them live with confidence!
Its easy to get started, 👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 Located in Farmington, CT
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We all know how stressful the holidays can be on our finances.
When you work with Julia, she helps you through personalized financial strategies that fit your goals, lifestyle, and family priorities. ✨ Make this the year you step into the season with confidence, not worry.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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As a CERTIFIED FINANCIAL PLANNER®️ professional, we meet rigorous education, experience, and ethical standards. Every piece of advice, plan, or recommendation is centered on helping you reach your financial goals with confidence! Get started with Julia! https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT See thrivent.com/social for important disclosures.
