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. It can determine the quality of life, legacy considerations, and even the ability to pursue post-retirement ventures. However, a common concern is the fine line between legitimate tax planning and illegal tax evasion. This article […]
Read MoreFrom 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 listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today’s show presents another ‘not-to-miss’ playbook […]
Read MoreDecoding Social Security
Episode 202: In this enlightening episode, hosts David Bezar and Bret Elam of Thrive Financial Services provide an in-depth exploration of a topic that has become a prominent concern for retirees and pre-retirees: Social Security. After a week of reflective consultations and deliberations, the duo zeroes in on this subject, fueled by the myriad questions […]
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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 the Roadmap to Retirement podcast episode 200 – Stock Market Volatility as they discuss essential retirement planning strategies on the Roadmap to Retirement podcast. In this episode, they delve into the impact of stock market […]
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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 all ages: achieving financial balance and compromise. To help people navigate their finances effectively, we recommend the following practices: 20s: Time Is Their Greatest Asset: Many individuals in their 20s find themselves overwhelmed […]
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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 distribution of your assets after your death. It involves creating legal documents that provide instructions for your loved ones and ensure that your wishes are carried out. Basic estate planning can help protect your assets, […]
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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 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 distribution of your assets after your death. […]
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