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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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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...
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#200 – Stock Market Volatility

Thrive Financial Services · #200 - Stock Market Volatility Join David Bezar and Bret Elam on the newest episode of...
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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...
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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...
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Thrive Times July 2023

Click the link below or the picture to download the PDF version Download Thrive Times Here Volume 13, Issue 7...
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#199 – Complexities of Retirement

Thrive Financial Services · #199 - Complexities of Retirement   Join David Bezar, Karen Bezar, and Bret Elam on the...
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#198 – Understanding Long-Term Care Planning

  Thrive Financial Services · #198 - Understanding Long-Term Care Planning In this episode, Bret Elam and Karen Bezar discuss...
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