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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
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....
August 2023 – Thrive Times
For a version with clickable links, click here: August 2023 Newsletter_final Continue below for a read-only version.
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...
Decoding Social Security
Episode 202: In this enlightening episode, hosts David Bezar and Bret Elam of Thrive Financial Services provide an in-depth exploration...
Maximizing the Last Days of Summer
As the golden hue of August sunsets paints the sky, we find ourselves entering the final chapter of summer. For...
#200 – Stock Market Volatility
Thrive Financial Services · #200 - Stock Market Volatility Join David Bezar and Bret Elam on the newest episode of...
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...
Secure Your Future: 6 Tips for Estate Planning
Written by Erik Schuster, CFP® - Financial Planner - Estate planning is the process of arranging for the management and...
Thrive Times July 2023
Click the link below or the picture to download the PDF version Download Thrive Times Here Volume 13, Issue 7...
#199 – Complexities of Retirement
Thrive Financial Services · #199 - Complexities of Retirement Join David Bezar, Karen Bezar, and Bret Elam on the...
#198 – Understanding Long-Term Care Planning
Thrive Financial Services · #198 - Understanding Long-Term Care Planning In this episode, Bret Elam and Karen Bezar discuss...