Thimbleberry Financial
Thimbleberry Financial is focused on providing clients with the advice and tools needed to reach their financial goals. We take the time to know our clients and their financial goals. We help our clients with all stages of their financial plan, from defining their goals to identifying possible strategies to implementing and reviewing the solutions.
Our approach allows us to develop a clear roadmap for the future and have clients gain a full understanding of their financial and personal goals and what it takes to achieve them. Through maintaining a strong relationship and monitoring progress, we can ensure clients the ability to keep strategies to date and aligned with their life changes.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thimbleberry Financial are not affiliated.
How to Plan Your Own Sabbatical Without Derailing Your Finances
Caring for Aging Parents While Planning Your Own Retirement
Why It Feels Like Everyone Has More Money
T-Bill Myths on Social Media
How to Plan Your Own Sabbatical Without Derailing Your Finances
How to Pass on Wealth Without Losing It to Taxes
Money Habits That Stick - Gamifying Savings (Part 2)
Money Habits That Stick- Gamifying Savings (Part 1)
The Tax Return Mistake That Undermines a Backdoor Roth Strategy
Estimated Taxes — What They Are Why They Matter and How to Handle Them
Estate Planning Pitfalls and How To Avoid Them (Part 2)
Estate Planning Pitfalls And How To Avoid Them (Part 1)
HealthCare: Preparing Financially for Career Burnout
Equity Compensation - How and When To Walk Away
She Will Outlive You: Stop Putting Off The Conversation
What Makes a Financial Plan Work - And What Gets In The Way
What To Do When Someone Dies
Sharing Financial Guidance with Those Who Matter
Why a Family Meeting is One of the Most Important Financial Step You Can Take
What is an 83(b) Election?
Navigating Family Conversations About Aging and Finances
The Thimbleberry Virtual Experience
Navigating the Complexities of an Inherited IRA
Creating Income and Legacy - A Case Study
NIH Funding Changes and Job Security
Your Specialist in Financial Planning
How I Know Life Needs Flexibility
Our Partnership with Cambridge
Your Financial Journey: Our Process
Understanding Market Volatility: Key Insights and Objective Advice