Posts by David Bezar

Tax Day 2019

Tax Day. It’s a day that many Americans are reflecting on or saying that their tax bill is going to go up. Others are looking for more last-minute advice about taxes. What’s the penalty for a late tax return? All of those questions start to come in and kind of form above us, this big…

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The Evolution of Thrive

David, Karen, and Bret discuss the progress within Thrive Financial Services after 3 months of 2019, as well as Tax Day approaching on April 15th. Tax Day, of course, is a day that gives a lot of people angst when they hear April 15th, but all is calm at Thrive Financial Services. I don’t say…

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Tax Strategies In Retirement

As Tax Day on April 15th quickly approaches, David, Karen, Bret, and Joe discuss unique strategies to take that will save money in the long run. The February ratings are in for Roadmap to Retirement: The Radio Show. February kicks off the year with incredible numbers, which tells me and tells all of us, that…

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Tax Problems? We Have the Answers!

Big weekend in Philadelphia, or in Florida, rather, for Philadelphia fans as Bryce Harper makes his debut at spring training today and with all of the conversation about the signing of Bryce Harper and that unbelievable contract. Some of the stories surfaced after about where Bryce Harper would live because of tax implications and why…

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It’s Tax Season!

David, Karen, Bret, and Joe dive into a discussion about taxes and break down some strategies for 2019. Karen also discusses current developing trends among senior citizens in the U.S. How quickly we went from ending up the month of February into the month of March, and now coming into our vision is taxes April…

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Am I Prepared For the Inevitable?

David, Bret, and Karen are joined by Jim from Del-Val Insurance to discuss what is going on within the marketplace. Other topics include common situations that harm couples during their retirement. We have a great lineup today, including some topics from Del-Val Insurance. before I get you to do your opening remarks for the audience,…

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The Similarities Between Thrive and Del-Val Insurance

David, Karen, Bret, and Joe are joined by Jim and Fran of Del-Val Insurance to discuss how each company conducts their business, as well as discuss their similarities and differences.  We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to you, Joe. Good…

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The Downfalls of Greed in Retirement

Bret discusses the downfalls of greed, Karen goes over annuities 101, and David talks about the growth and progress within Thrive Financial Services We have a full jam-packed discussion of information this morning where we’re going to cover the topic of greed. We’re going to talk about annuities, and then we’re going to have a…

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The State of American Pensions

David, Karen, Bret, and Joe discuss the developing pension crisis within the United States, and what it could possibly mean for you and your future. David, we don’t use Punxsutawney Phil when we’re planning, we’re looking at retirement. But he has a pretty good record, at least in terms of predicting what the weather will…

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National Wear Red Day 2019

Today, February 1st, is National Wear Red Day, and we at Thrive Financial Services are proud to spread awareness for such a great cause. CVS has partnered with the American Heart Association to spread awareness for heart disease, which is by far the number one cause of death among women in the United States. Heart…

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