THOR Wealth Management

Happy THORsday! "Mine" vs. "Yours" or "Ours"?

Blending two lives also means blending two financial histories. In our latest article, we talk about why marriage is the ultimate financial partnership, and why both spouses need to be in the loop—even if only one person typically pays the bills.

We share a few practical tips (including a monthly routine one of our own advisors uses at home!) to help couples stop stressing over money and start building their future together. Read it here:

Building a Life (and Money) Together: Where Marriage Meets Money - Thor Wealth Managment, Inc. Marriage is often described as a union built on love, commitment, and shared values. While those elements are the essential foundation, there’s another reality that quietly shapes the success of a marriage: it is also a financial partnership. How a couple manages their money is often the key to ke...

Building wealth does not have to feel complicated.

At THOR Wealth Management, we help emerging wealth families simplify their finances, create a clear plan, and feel more confident about the road ahead.

Ready to take the next step? Schedule a call with THOR today.

Happy THORsday! Did you know that turning 65 doesn't automatically mean you have to stop contributing to your Health Savings Account (HSA)?🤔

It’s a common misconception! The real rule is about your health insurance coverage, not the candles on your birthday cake. As long as you aren't enrolled in Medicare, you can keep taking advantage of your HSA. But coordinating your retirement date and Medicare enrollment can get tricky—especially with hidden rules like the retroactive "6-month lookback."

Check out our latest article to see how the THOR team helps clients navigate these milestones to keep their tax-free savings working hard for them:

HSA Eligibility After 65: Medicare Rules & Common Myths Explained Can you contribute to an HSA after age 65? Discover how Medicare enrollment, employer size, and Social Security impact your Health Savings Account eligibility.

Happy Labor Day from all of us at THOR Wealth Management! 🇺🇸

Big congratulations to Rob Nicolls on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional! 🎉👏

This accomplishment represents a tremendous amount of hard work, dedication, and commitment to helping clients plan confidently for their financial futures.

We’re proud to celebrate this exciting milestone with Rob and can’t wait to see what’s ahead! 💚

Congratulations, Rob!

If you take the standard deduction on your taxes, your charitable giving is getting a new tax benefit in 2026! 🤝🧾

Under the new "One Big Beautiful Bill" (OBBB) tax law, taxpayers who don't itemize will soon be able to deduct up to $1,000 (single) or $2,000 (joint) for cash donations to public charities.

This is an "above-the-line" deduction, which means it directly lowers your Adjusted Gross Income! But before you write a check, there are a few important rules to know—including why Donor-Advised Funds and property donations don't qualify.

Check out our newest blog post for all the details: 👇https://www.thorwealthmanagement.com/obbb-charitable-deduction-non-itemizers-2026/

The 2026 OBBB Tax Law: A New Deduction for Non-Itemizers Discover how the One Big Beautiful Bill (OBBB) creates a new above-the-line charitable deduction for non-itemizers starting in the 2026 tax year.

Imagine your favorite local restaurant. The food is amazing, and it is packed every single weekend. 🍔📈

Now imagine someone offers to sell you a stake in it—but they want 50 times what the restaurant earns in profit every year. Would you still buy in?

Probably not without negotiating the price!

Yet, when people buy stocks, they often skip this exact step. They buy a brand they admire without looking at the price tag. In our newest blog post, we explain the crucial difference between buying a "good company" and making a "good investment."

If you own individual stocks, this is a must-read! 👇

https://www.thorwealthmanagement.com/good-company-bad-investment-why-valuation-matters/

Good Company, Bad Stock: Why Valuation Matters Most You love a company's product, but does that make it a good investment? Discover why valuation is the most important metric when buying a stock.