January is Financial Wellness month. How healthy are your finances?
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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
See thrivent.com/social for important disclosures.
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.
No matter what stage of life you’re in, having someone to walk beside you makes the financial journey clear and stress-free. Don't do it alone.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
Getting ready for retirement or already there? Watch out for these common pitfalls:
• Over-withdrawing too soon
• Ignoring healthcare or long-term care costs
• Relying too heavily on one income source
• Not adjusting for inflation or taxes
• Leaving estate planning to chance
As someone with expertise in long-term care (CLTC®️) and insurance (FIC), I help clients avoid them.
💬 Want a complimentary “mistake-check” for your retirement plan? Let’s schedule a meeting.
👉 connect.thrivent.com/julia-weston
#RetirementTips #RetirementPlanning #CLTC #WealthAdvisor #ThriventAdvisor #FinancialConfidence #FarmingtonCT #FinancialPlanning #SmartRetirement
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So what exactly is a CFP®️ professional? 💼✨
When it comes to your finances, trust and expertise make all the difference.
As a CERTIFIED FINANCIAL PLANNER®️ professional, Julia Weston, MBA, CFP®️ professional, FIC, CLTC®️, meets rigorous standards in education, experience, and ethics.
A CFP®️ professional doesn’t just help you manage money; we help you build confidence, create security, and design a clear path toward your goals.
Start working with Julia and explore how she can help you align your finances and goals!
Contact Julia:
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
If you’re ready to take control of your finances, now is the perfect time to reach out to Julia!
As a CERTIFIED FINANCIAL PLANNER®️ professional, Julia can help you create a personalized strategy to manage your money, plan for the future, and feel confident heading into the holidays.
Schedule your free consultation today to see how she can help you reach your financial goals.
👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
