Posts by David Bezar

Why Should I Choose Thrive?

David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals.  David we will start with you today. Meetthrivefinancial.com is the window into getting to know you, Karen, and Bret. It’s was created with that purpose in mind…

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A Special Thanks to the Veterans!

In case you missed it, we recently held our Veteran’s Appreciation event last Friday, December 7th at North Penn VFW Post #676. If you did attend, we hope you enjoyed your time with us, along with the food and drinks! Our event was a great success and we have received plenty of positive feedback from those…

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Am I prepared for Retirement in 2019?

David, Karen, and Bret each discuss a unique topic and trend that is going on in the financial industry. Some topics include stock trends heading into 2019, how to approach annuities, and why you should start saving for retirement now. Listen to the full podcast below! It is becoming more apparent, on a weekly basis,…

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The Importance of Knowing Your Insurance

David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: Karen, how are you? And why…

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Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry Today we’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that I want to share a quick story. Last…

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Common Mistakes in the Marketplace

Are you aware of the most common mistakes people are making as they near retirement? Do you know where to get answers to your retirement questions? Join our retirement planning experts as they discuss the most common mistakes they see people making as they near retirement. — David, set the table for us. What are…

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Where Are Your Tax Dollars Going?

  David Bezar, Bret Elam and Karen Bezar discuss the pitfalls of women in retirement, social security and the importance of having a financial plan in place after the death of a spouse.       I would like to start this weeks blog by praising our Thrive Army. We can say with an unconditional…

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Oh No! Did I Make a Mistake?

    An article titled “The Three Mistakes That Can Cost You a Fortune” is discussed as well real life stories that exemplify the importance of getting a professional’s opinion on Social Security. The Thrive experts bring real information, real understanding, and real solutions as they address the subject of taxes in retirement which is…

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Taxes In Retirement: Bankruptcy Among Older Americans

TFS 38 | Retirement And Bankruptcy

  A New York Times article with the title Too little, Too late: Bankruptcy Booms among Older Americans outlined the profile of a gentleman who was a former carpenter. His union had changed some of the eligibility requirements for his health insurance that created a snowball that led him and his family into bankruptcy. Unfortunately,…

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Have You Planned For Your Future?

TFS 27 | Future Retirement

  We tend to spend more time planning about the present that we forget to put high regard to planning for our future. David, Karen, Bret, and Joe give advice that truly stick to real life. They provide some stories of their daily encounters with various clients as they try to navigate their own retirement…

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