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5 Proven Steps to Achieve Financial Independence
Joe Krause: We say good morning on this 4th of July weekend. Welcome into Roadmap to Retirement, the radio show, we start with a question. What if you forgot about the whole idea of retirement? What if you stop thinking about it as some sort of finish line or that it happened at a specific…
Read MorePending Home Sales Surge, Unemployment Drops & More
MARKETS SURGE HEADING INTO THE THIRD QUARTER AS PENDING HOME SALES JUMP AND UNEMPLOYMENT FALLS Weekly Market Update — July 6, 2020 The major stock markets in the U.S. rose on the holiday-shortened week to erase more than last week’s losses as Wall Street rode the momentum into the beginning of the third quarter For…
Read More5 Keys to Getting More Income from Social Security
Joe Krause: And welcoming everyone to Roadmap to Retirement, the radio show. Thank you so much for being here along with David Bezar, Karen Bezar and Bret Elam. I’m Joe Krause. We join you for another week. One week away from the holiday weekend, and I know we have a lot of ground…
Read MoreS&P 500 Drops Back Into Correction Territory & More!
S&P 500 DROPS BACK INTO CORRECTION TERRITORY AS COVID-19 WORRIES RISE AND SOCIAL UNREST INCREASES Weekly Market Update — June 29, 2020 The week started off well as U.S. stock markets rose and volatility declined, but the latter part of the week saw markets dropping and volatility increasing, mostly due to renewed COVID–19 worries The…
Read More4 Things You Can Control Now…
Joe Krause: On this Father’s Day weekend, we say hello and welcome in everyone to Roadmap to Retirement The Radio Show as we come to you on Talk Radio 1210 WPHT. Happy Father’s Day to everyone. Thank you so much for listening and tuning into the program on this Saturday. Karen according to Forbes Magazine…
Read MoreRETAIL SALES PUSH MARKETS HIGHER
RETAIL SALES PUSH MARKETS HIGHER AS THE FED PROMISES TO DEPLOY MORE SUPPORT AND THE WHITE HOUSE TALKS INFRASTRUCTURE Weekly Market Update — June 22, 2020 The U.S. stock markets reversed course this week, turning in some very healthy positive numbers for investors NASDAQ led the way with a gain of 3.7%, followed by the…
Read MoreThe ABCs of RMDs…
Speaker: The Thrive team has been recognized by Suburban Life Magazine and Philadelphia Magazine as one of the area’s top wealth management firms. They’ve been featured in numerous publications such as The Wall Street Journal, CBS News, FOX, NBC, and ABC as well. But their greatest accomplishment yet is their ability to talk to people…
Read MoreDisconnect Between the Markets & the Economy
Trying to reconcile the recent market advances with awful economic data U.S. stock markets continue to trend up as optimism returns to Wall Street while Main Street USA continues to reopen. Yes, there is plenty of social unrest around the country, geopolitical tensions with China are increasing and horribly negative economic data continues to be…
Read MoreExtending Tax Season is Extending Scam Season
Tips for recognizing the telltale signs of an IRS scam and how to report it The Treasury Department and the Internal Revenue Service extended the federal income tax filing deadline from April 15, 2020, to July 15, 2020. That means that taxpayers could defer federal income tax payments, without penalties and interest, no matter how…
Read MoreMarkets Run Into the Wall of Worries
MARKETS SUFFER BIGGEST DECLINE SINCE MARCH AS WALL STREET HITS A WALL OF WORRIES Weekly Market Update — June 15, 2020 The U.S. stock markets started the week off well but then tumbled toward the end of the week and recorded their worst weekly losses since March The small–cap Russell 2000 took it on the…
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