Thimble Island Private Wealth

Thimble Island Private Wealth

Financial Services

New Haven, Connecticut 185 followers

About us

Wealth management is constantly evolving—your priorities when first starting out look a lot different than they do after retirement. While everyone’s situation is different, there are common challenges and opportunities at each phase. We’ll help you navigate the challenges and maximize the opportunities so you’re always working toward your goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Website
https://www.thimblepw.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
New Haven, Connecticut
Type
Privately Held
Founded
2024

Locations

  • Primary

    555 Long Wharf Dr

    1st Floor

    New Haven, Connecticut 06511, US

    Get directions

Employees at Thimble Island Private Wealth

Updates

  • 𝕋𝕙𝕚𝕞𝕓𝕝𝕖 𝕋𝕙𝕠𝕦𝕘𝕙𝕥𝕤 𝕗𝕠𝕣 𝕐𝕠𝕦𝕣 𝕄𝕠𝕟𝕕𝕒𝕪... This is precisely why we do what we do. Thimble Island combines the expertise and experience of four seasoned financial advisors, dedicated to working in the best interest of you, your family and your dreams. "

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  • 𝟙𝟝% 𝕠𝕗 𝔸𝕞𝕖𝕣𝕚𝕔𝕒𝕟𝕤 𝕒𝕣𝕖 𝕞𝕒𝕩𝕚𝕟𝕘 𝕠𝕦𝕥 𝕥𝕙𝕖𝕚𝕣 𝟜𝟘𝟙(𝕜)𝕤... Those who did contribute the maximum tended to have higher incomes, longer tenure, were older and had higher account balances. (2024 limit - $23,000)

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  • 𝙇𝙋𝙇 𝙍𝙚𝙨𝙚𝙖𝙧𝙘𝙝: 𝙒𝙚𝙚𝙠𝙡𝙮 𝙈𝙖𝙧𝙠𝙚𝙩 𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮 Second quarter earnings season is in the books, and it was a good one. S&P 500 companies collectively grew earnings at a double-digit pace for the first time in three years. Companies beat estimates at a solid 79% clip. Guidance from company CEOs and CFOs was relatively upbeat. And although some were a bit disappointed by big technology results based on stock reactions, the problem was high expectations more than anything else. Read More Here: https://lnkd.in/eihqqgMD

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  • 𝕆𝕟 𝕥𝕙𝕚𝕤 𝕟𝕚𝕘𝕙𝕥, 𝕊𝕖𝕡𝕥𝕖𝕞𝕓𝕖𝕣 𝟙𝟘, 𝟚𝟘𝟘𝟙... 246 people went to sleep in preparation for their morning flights. 2,606 people went to sleep in preparation for work in the morning. 343 firefighters went to sleep in preparation for their next shift. 60 police officers went to sleep in preparation for morning patrol. 8 paramedics went to sleep in preparation for their morning shift of saving lives and 1 K9 went to bed a good boy 🐾🐾 By 10:03 a.m. the next morning, all Americans' lives were forever changed. We remember and honor all of those who lost their lives on 9/11, and support those family members who lost loved ones on this tragic day.

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  • 𝕋𝕙𝕚𝕞𝕓𝕝𝕖 𝕋𝕙𝕠𝕦𝕘𝕙𝕥𝕤 𝕗𝕠𝕣 𝕐𝕠𝕦𝕣 𝕄𝕠𝕟𝕕𝕒𝕪... Figuring out at what level of income and savings you can retire isn't as easy as picking an arbitrary number. There are a myriad of factors that go into determining what makes sense for you and your future goals. Are you on track to make your retirement dreams a reality?

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  • ℕ𝕒𝕥𝕚𝕠𝕟𝕒𝕝 𝟜𝟘𝟙(𝕜) 𝔻𝕒𝕪 Today is National 401(k) day, and a great reminder to take a closer look at your retirement savings. Whether you're just starting out or well on your way, make sure that your 401(k) is working as hard as you are! Call our offices to schedule your retirement plan review: 𝟮𝟬𝟯.𝟳𝟴𝟬.𝟳𝟳𝟳𝟬

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  • 𝟛𝟜% 𝕠𝕗 𝔸𝕞𝕖𝕣𝕚𝕔𝕒𝕟𝕤 𝕙𝕒𝕧𝕖 $𝟘 𝕚𝕟 𝕤𝕒𝕧𝕚𝕟𝕘𝕤... That's just over 100 million Americans. Given that unexpected expenses are inevitable, can you imagine the stress that this must cause? Emergency funds exist for a reason. Start saving!

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  • 𝕊𝕥𝕣𝕒𝕥𝕖𝕘𝕚𝕔 𝟜𝟘𝟙(𝕜) 𝕄𝕠𝕧𝕖𝕤 𝕥𝕠 𝔸𝕞𝕡𝕝𝕚𝕗𝕪 𝕐𝕠𝕦𝕣 𝕎𝕖𝕒𝕝𝕥𝕙 A 401(k) allows employees to save and invest part of their paycheck before taxes, a significant incentive for long-term wealth creation. Here we explore some strategic 401(k) moves that can help manage your wealth. Read More Here: https://lnkd.in/gTC48bqw

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