Early retirement is an appealing concept for many, offering potential confidence to pursue passions, travel, or simply enjoy more time with family and friends. However, achieving this may require careful planning, realistic goal-setting, and strategic investment.
Retirement is often seen as the ultimate journey – a time when you finally get to enjoy the rewards of your hard work. But like any long journey, it requires preparation, and that means packing the right essentials to ensure a smooth trip. Think of your financial plan as your “retirement backpack.”
At Thornwood Financial, we believe wealth goes beyond money. It is about having the confidence to live life on your own terms, without being held back by financial concerns. It is about making choices that reflect what you value most – whether that means spending more time with loved ones, exploring new hobbies, or planning for a future that excites you.
As a small business owner, you juggle many responsibilities – managing day-to-day operations, marketing your business, serving clients, and handling finances. With so much on your plate, it is easy to focus on the present and neglect long-term planning. However, future planning may be crucial for ensuring the success and sustainability of your business.
Whether you are planning for retirement, managing investments, or budgeting for everyday expenses, understanding how inflation may affect your financial plan may be crucial for long-term success.
Mid-Q3 may be a pivotal time to take stock of your financial health and make confident moves that will potentially set you up for a strong finish to the year. At Thornwood Financial, we are here to help you seize this moment.
Mid-Q3 may be a pivotal time to take stock of your financial health and make confident moves that will potentially set you up for a strong finish to the year. At Thornwood Financial, we are here to help you seize this moment.
Mid-Q3 may be a pivotal time to take stock of your financial health and make confident moves that will potentially set you up for a strong finish to the year. At Thornwood Financial, we are here to help you seize this moment.
Think all financial advisors are transparent about their fees? Think again.
Understanding how financial advisors get paid may be crucial for preserving your investments and ensuring your advisor’s interests align with yours.
Here are some signs that it’s time to find a different advisor – one who truly cares.
Check the background of these investment professionals on FINRA’s BrokerCheck.
IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.
Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should perform their own due diligence carefully and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Laura Jocius at [email protected].
This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
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