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LISTEN TO RETIREMENT TIPS ON THE RADIO

THRIVE RETIREMENT ROADMAP RADIO SHOW!

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.

WHEN

Saturdays at 6 a.m.

WHERE

Listen LIVE on Philly’s 1210 AM WPHT Talk Radio OR on WOGL 98.1 HD-2 FM.

No access to a radio? No problem! Stream the show live HERE!

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THRIVE CONTENT LIBRARY

2020 Contribution Limit Changes and the SECURE Act

2020 CONTRIBUTION
LIMIT CHANGES AND
THE SECURE ACT

 

What does the SECURE Act mean for you?  Download our latest free report where we discuss how the SECURE Act could potentially impact your retirement plan, and also how to plan for the changes now!

20 Things to Consider for 2020

20 THINGS TO CONSIDER IN 2020

 

With this 3-page download, you will discover 20 valuable tips for 2020 that will help you retire the way you want!

Roadmap to Retirement

Roadmap to Retirement: Navigating your way to peace of mind

 

Click here to download a preview of our #1 Amazon Best Seller.

America's Hidden Pension Crisis

America's Hidden Pension Crisis

 

Is your retirement at risk?  Download this brochure to find out!

NEVER MISS A SHOW

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MONTHLY NEWSLETTER

thrivetimes

Thrive Times – April 2020

APRIL 2020 – PDF Version

DJIA RECORDS BEST WEEKLY GAIN SINCE 1938

DJIA RECORDS BEST WEEKLY GAIN SINCE 1938, BUT MARKETS STILL FIRMLY IN THE PAWS OF THE BEARS AS RECORD STIMULUS BILL PASSES Weekly Market Update — March 30, 2020 U.S. markets reversed the recent weekly declines and jumped significantly as value–investors scooped up shares at discounted levels and Congress put the finishing touches on a…

Thrive Times – March 2020

MARCH 2020 – PDF Version

Thrive Times – February 2020

FEBRUARY 2020 – PDF Version                                                                                                  

Thrive Times – January 2020

JANUARY 2020 – PDF Version

Thrive Monthly – December 2019

DECEMBER 2019 – PDF Version

Thrive Monthly – November 2019

NOVEMBER 2019 – PDF Version

Thrive Monthly – October 2019

OCTOBER 2019

Thrive Times – September 2019

SEPTEMBER 2019

Thrive Times – August 2019

AUGUST 2019

PRESS RELEASES

Coronavirus (COVID-19)

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…

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Thrive Financial Services: Featured in Kiplinger Magazine

    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…

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Thrive Financial Services Welcomes Bryan Britchkow

    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…

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Thrive Financial Services Welcomes Ryan Kelly

    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.  …

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Thrive Financial Services Welcomes Maryann Lim, CFP®

    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…

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Thrive Financial Services Welcomes Beverly Cleveland

    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…

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Thrive Financial Services Welcomes Natalie Donegan

    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.    …

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Thrive Financial Services Welcomes David Crespi

    David joins Thrive as an Associate Financial Advisor and helps support the financial planning process. He is a new addition to our team and is developing to become a financial advisor himself. He has industry experience in banking, accounting, and asset management. He believes in education and putting clients’ needs first, making him…

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Thrive Capital Management: Featured in Wall Street Journal

   Five Star Professional is pleased to announce David Bezar, Thrive Capital Management, LLC, has been chosen as a Five Star Wealth Manager for 2016.    “Our Success is not built on what we accomplish for ourselves, rather its foundation lies in what we do for others,” said David Bezar of Thrive. “At Thrive Capital Management, LLC, our mission is to…

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BLOGS

DJIA RECORDS BEST WEEKLY GAIN SINCE 1938

March 30, 2020

DJIA RECORDS BEST WEEKLY GAIN SINCE 1938, BUT MARKETS STILL FIRMLY IN THE PAWS OF THE BEARS AS RECORD STIMULUS BILL PASSES Weekly Market Update — March 30, 2020 U.S. markets reversed the recent weekly declines and jumped significantly as value–investors scooped up shares at discounted levels and Congress put the finishing touches on a…

The April 15th Tax Deadline is Now July 15th

March 25, 2020

You don’t need to file by April 15th and you should think about the benefits   The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes by 90 days, giving individuals and businesses another 3 months to file and then pay the government what they owe. What Should…

Volatility Up 50% and Could Reach Triple Digits

March 24, 2020

But volatility upticks are normal, healthy and, to some extent, expected   Market volatility can be frightening, but also useful. Gyrating stocks are a good reminder to look at your portfolio with a critical eye. The key is to curb your emotions and not panic. For the first couple of months of 2020, we continued…