The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
“The greatest satisfaction I find in my work comes from those moments when a client calls me, seeking reassurance about their financial future. It’s such a privilege to be in a position where I can honestly provide them with the support they need.
Often, I’ll get a call from someone saying, ‘I’m really tired of my job and want to retire early, but my biggest fear is running out of money in my 80s. What do you think?’
In those moments, I can draw upon my tools and knowledge to confidently assure them, ‘You can do that, and you don’t need to worry.’
Being a trusted advisor is a responsibility I take very seriously — and it’s an honor to help my clients achieve peace of mind about their financial decisions.”
If you’re asking similar questions about your own retirement, you don’t have to navigate them alone. Let’s talk about what’s possible for you.
📅 Schedule a conversation: https://connect.thrivent.com/julia-weston
#TheHeartBehindWhatIDo #JuliaWestonCFP #RetirementPlanning #PeaceOfMind #FinancialConfidence #ThriventAdvisor #FarmingtonCT #FaithAndFinance #TrustedAdvisor #PreRetirement #RetireWithConfidence
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🎉 Celebrating 15 Years at Thrivent! 🎉
Today we’re giving a huge shout‑out to an incredible milestone—15 years of dedication, learning, and service from our amazing Thrivent financial advisor, Julia!
Over the years, she’s:
✨ Gained deep knowledge through real conversations with real people
✨ Helped individuals and families navigate life’s biggest financial moments
✨ Made a meaningful impact by guiding others toward confidence and clarity
Every client she’s met has shaped her journey, and every challenge has made her even stronger. That experience doesn’t just tell a story—it’s something that can help you feel more secure about your financial future too.
Here’s to 15 years of making a difference and to all the lives she’ll continue to touch in the years ahead. Cheers to this incredible milestone! 🎉💼
Ever feel like investing is its own language? You’re not alone.
If you’ve ever nodded along at words like “ETF” or “dollar-cost averaging” without really knowing what they meant, this guide is for you.
Get the basics of investing explained simply—no jargon required. ➡️ https://bit.ly/49t3WCi
Whether it's an unexpected repair or the opportunity to purchase a new car, liquid savings gives you options and less worry.
Emergency funds aren't just for emergencies. They help you avoid debt, negotiate with confidence, and make big decisions on your terms.
If you're not sure how much you should keep liquid or where to park it, let's talk. 860.492.6800
Finances can feel like a puzzle — but with the right strategy, every piece fits perfectly. On #NationalPuzzleDay, we celebrate solving challenges and helping you put together the picture of financial success.
Call me at 860.492.6800 or visit My Website.
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❄️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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