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January 2024 Newsletter

For the version with clickable links, click here to download: https://thrivefinancialservices.com/wp-content/uploads/2024/01/January-2024_Newsletter-1.pdf
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Healthy Eating for Retirees: Essential Tips for a Balanced Diet in 2024

The golden years of retirement bring a unique opportunity to revisit and rejuvenate one's approach to health and nutrition. As...
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Goal Setting for your Retirement

Retirement, a phase often associated with relaxation and freedom, marks a significant transition in life. However, to ensure this period...
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November 2023 Newsletter

For a version with clickable links, please view the newsletter here: https://thrivefinancialservices.com/wp-content/uploads/2023/11/November-2023_Thrive-Times-1.pdf  
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October 2023 Newsletter

CLICK HERE FOR VERSION WITH CLICKABLE LINKS: https://thrivefinancialservices.com/wp-content/uploads/2023/10/October-2023_Newsletter_Live-Link.pdf      
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Why Should I Have a Financial Plan?

Retirement, often viewed as a period of relaxation and enjoyment, can quickly become stressful without proper planning. Taking a proactive...
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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...
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September 2023 – Thrive Times Newsletter

For the version with clickable links, click here: https://thrivefinancialservices.com/wp-content/uploads/2023/09/September-2023-Newsletter_Final.pdf   For the version with clickable links, click here: https://thrivefinancialservices.com/wp-content/uploads/2023/09/September-2023-Newsletter_Final.pdf
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Tax Planning for the Pre-Retiree & Retiree: Navigating Legality and Legitimacy

For those on the precipice of retirement or already enjoying their golden years, the topic of tax planning is paramount....
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August 2023 – Thrive Times

For a version with clickable links, click here: August 2023 Newsletter_final   Continue below for a read-only version.
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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...
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Decoding Social Security

Episode 202: In this enlightening episode, hosts David Bezar and Bret Elam of Thrive Financial Services provide an in-depth exploration...
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