Jeffrey Gilbert

Have you evaluated your financial strategy in light of the recent tax law changes? Let's connect to make sure you're doing what you can now to get the most out of your resources.

How will tax reform impact you in retirement? I can help you figure that out. Let's get together and use our unique "Tax What-If" tool an interactive experience that can show you a side-by-side comparison of your 2017 tax outcomes and your 2018 tax estimates.

Are you prepared to make the most of your retirement savings? Let's connect to make sure your strategy is in sync with your needs and goals so you can retire your way.

MYTH: You have to be a millionaire to have a wealth transfer strategy. TRUTH: If your assets exceed what you'll need in retirement, you may want to consider having a tax-wise gifting strategy in place. Discover how you can leave as much as possible to those you love.

It can be intimidating thinking about saving for your kid’s college education and your own retirement; by creating a strategy and setting goals you can turn intimidated into excited about the future.

First rehearsal of the season is Tuesday, May 29 at 7:00 PM at East Stroudsburg Presbyterian Church, 55 Smith Street. Spend the summer singing to benefit Monroe County Meals on Wheels.

This is what it looks like to honor the sacrifice of 400,000 fallen heroes, veterans and their families. Watch Salute to Veterans this Memorial Day: https://usat.ly/2sh7zqq

When you think about your retirement strategy, which of these words best describes you: Optimizer, analyzer or explorer? Take this short quiz to find out!

Planning a trip this summer? Check out these practical tips to protect your financial information while traveling.

There is no one size fits all approach to investing. Learn how to identify what strategy will work for you when it comes to your portfolio.

Excited to announce that Fitch Ratings has affirmed Thrivent’s rating of AA+ (Very Strong). Honored to be a part of a financially strong and stable organization! (Note: Does not reflect Thrivent’s Investment product performance).