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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....
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...
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...