David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry [smart_track_player url=\”https://soundcloud.com/livewiththrive/thrive-0811-podcast\” title=\”Taxes, Taxes, and More Taxes\” ] 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 …
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. — [smart_track_player url=\”https://soundcloud.com/livewiththrive/915show\” title=\”Common Mistakes in the Marketplace\” ] …
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. [smart_track_player url=\”https://soundcloud.com/livewiththrive/tfs922\” title=\”Where are your tax dollars going?\” ] I would like to start this weeks blog by praising …
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 …
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, …
Taxes In Retirement: Bankruptcy Among Older Americans Read More »
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 …
Retirement is like a 30-year vacation, but the route to that 30-year vacation can be a very bumpy one. Most people get very stressed when they\’re in transit, even when they\’re going on a trip that they\’ve looked forward to for a lot of years. The stresses of a long layover are a bit …
Plan Your 30-Year Vacation Today with Bob Hansen Read More »
Do you have a plan in place for retirement? Is your money going to last during your retirement? The rules during retirement are very different than the rules that you use to invest to create your nest egg. It’s like physics. That law of physics states that a body at rest tends to stay …
With folks that are a few years out from retirement or have entered retirement, a big dominant question, a big topic of conversation that pops up is annuities. Annuity might be some people\’s favorite subject, but generally, when we talk about annuity, there is so much confusion and so much misunderstanding about what the …
Something that’s as real as the day is long is rightsizing. Unplanned retirement is a possible reality that you have to deal with when you get to be a certain age. It’s devastating to some people, while some people see it as a welcomed type of situation. They\’re ready and this forced the situation …