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Don’t miss our weekly radio show as we broadcast LIVE discussing pressing issues regarding retirement such as Social Security, Risk Management, Forward Tax Planning and Legacy Planning. Your hosts, David Bezar, Karen Bezar and Bret Elam, explain common issues, concerns and scenarios seen as seniors enter their retirement years.
Saturdays at 6 a.m., 1 p.m. and 11 p.m.
Listen LIVE on Philly’s 1210 AM WPHT Talk Radio OR on WOGL 98.1 HD-2 FM.
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THRIVE ON 6 ABC'S WEEKEND EXTRA
Retirement savings acount balances are booming, but many have also been rocked by volatile markets and unexpected job loss.
Join 6 ABC's Gina Gannon and Thrive's Bret Elam as they discuss navigating today's complex financial world.
Have questions about your retirement income plan? Use the button below to schedule a complimentary phone call with one of Thrive's Retirement Planning Experts
THRIVE CONTENT LIBRARY
Should You Consider Doing a ROTH Conversion?
There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that advisors are discussing with their clients.
Should You Change My Medicare Coverage During Open Enrollment?
Many people currently rely on Medicare plans for their health care coverage.
October 15 marked the beginning of the Open Enrollment Period, during which changes in coverage may be made.
This flowchart helps guide you through a series of considerations when evaluating and comparing their Medicare options.
Are You Paying Too Much in Taxes in Retirement?
Taxes - a necessary evil in our American lives. They pay for the roads, safety, and a host of other community-related services.
Taxes are going to follow you into retirement. Those retirement accounts you've started drawing from, Social Security Benefits you're receiving and other income from accounts designed to support your lifestyle in retirement may be taxable.
Read our latest ebook to see if YOU could be paying more taxes than necessary.
Roadmap to Retirement: Navigating your way to peace of mind
Click here to download a preview of our #1 Amazon Best Seller.
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Catch up on our latest episodes:
Inc. Magazine Unveils Its Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000 Thrive Ranks No. 1663 on the 2020 Inc. 5000 With Three-Year Revenue Growth of 258.1% Percent NEW YORK, August 12, 2020 – Inc. magazine today revealed that Thrive Financial Services is No. 1663 on its annual Inc. 5000 list,…Read More
The Thrive team is excited to announce the relocation of our Exton, PA office! Our new office, conveniently located only a few miles from our previous location, affords us to the opportunity to better serve our community. We look forward to seeing you there – click here for directions.Read More
For Immediate Release: Team Thrive is very excited to share our feature on 6ABC’s Weekend Extra. Thrive’s very own managing partner, David Bezar, joined the Weekend Extra team to discuss the effectiveness of implementing Tax Planning strategies in your life. By deploying certain strategies, you can potentially save up to hundreds of thousands of dollars…Read More
The team at Thrive Financial Services continues to closely monitor the situation surrounding COVID-19. As always, our clients remain the top priority for all of us at Thrive. We are prepared and diligently following the latest developments from the Centers for Disease Control and Prevention (CDC) and World Health Organization (WHO). No one in any…Read More
When they think about retirement, many people have two big concerns. First, they worry they won’t have enough money to support their lifestyle. Second, they fear their money won’t last. To help put their concerns to rest, pre-retirees need answers to questions many of them don’t even know to ask. The…Read More
Bryan joins the team as an elite Financial Advisor bringing more than 20 years of experience to the team. His areas of expertise include: Portfolio Management; Risk Management; Investment and Trading Strategies. In his free time, Bryan loves spending time with his wife Jackie and 2 young daughters Hailey and Madison, taking…Read More
Ryan joins the team as the Manager of the Financial Planning Department after being within the financial services industry for his entire 10-year career thus far. His broad understanding of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning make him a true asset to the Thrive team. …Read More
Maryann joins the team as an elite Associate Financial Advisor bringing several years of experience to the team and an extremely upbeat, positive attitude to the work environment. She loves answering difficult client questions and coming up with solutions to hard problems in retirement. In her free time, Maryann loves spending…Read More
Beverly recently joined the Thrive Team in 2019 as a Financial Planner. Using her background in finance, data processing, business paired with her attention to detail, Beverly is a great asset to Thrive. She enjoys spending time with her husband, her (4) daughters, grand-children, friends and time by the ocean. She…Read More
Natalie joined the Thrive Financial team in 2018 with an extensive background in customer service. As an office manager at the Fort Washington office, she is the first to answer the phones and welcome all who walk in the door with a positive attitude. Helping customers is always her first priority. …Read More
Through the week before Thanksgiving, the performance of U.S. equity markets has been varied, but pretty good all things considered. In fact, it’s amazing that many of the major U.S. equity markets have reached new highs, despite the global pandemic that rocked markets and economies around the world. Just look at the performance of…
STOCKS END THE WEEK MIXED DESPITE POSITIVE VACCINE NEWS, SIZZLING HOUSING AND STRONG RETAIL SALES Stocks ended the week mixed as the tech-names and smaller-cap names outpaced their larger-cap and non-tech names on the week The S&P 500 and DJIA both lost ground, dropping 0.8% and 0.7%, respectively, while the tech-laden NASDAQ inched up…