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Fall in the Delaware Valley: A Whimsical Journey Through Colors and Culture

Fall in the Delaware Valley: A Whimsical Journey Through Colors and Culture The Delaware Valley, with its rich history and verdant landscapes, transforms into a mesmerizing tapestry of burnt oranges, deep reds, and golden yellows during fall. This region, stretching through parts of Delaware, New Jersey, Maryland, and Pennsylvania, offers an array of activities that …

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From Accumulation to Distribution: Rethinking Retirement Finances

Summary: Episode 203: David Bezar kicks off this episode with a recap of last week’s much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today’s show presents another ‘not-to-miss’ playbook …

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Achieve Financial Balance During All Life Stages

While each decade of life presents new financial obstacles and opportunities for growth, one principle holds true for individuals of all ages: achieving financial balance and compromise. To help people navigate their finances effectively, we recommend the following practices:   20s: Time Is Their Greatest Asset:   Many individuals in their 20s find themselves overwhelmed …

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#198 – Understanding Long-Term Care Planning

  Thrive Financial Services · #198 – Understanding Long-Term Care Planning In this episode, Bret Elam and Karen Bezar discuss the importance of long-term care planning and its impact on families. Joining our hosts for this episode are SPECIAL GUESTS Michele Kilstein and Brett Ringold from “A Long Term Companion,” a family-owned and operated homecare …

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#197 – Cracking the Retirement Code

Thrive Financial Services · #197 – Cracking the Retirement Code In this episode, David, Karen, and Bret discuss important topics related to retirement planning and financial services. They cover recent news about the Federal Reserve’s interest rates, the impact of inflation on everyday expenses, the need for proper retirement preparation, and so much more.  Or …

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June Team Updates

Check out what our team has been up to in the past month –   Congratulations – Congratulations to our team member Andrew Stephens on his marriage to Stephanie! Wishing them a lifetime of love, joy, and beautiful memories together. Hall of Fame – Congratulations to Matt Murphy and Becky Stronger, who have been inducted …

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