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LISTEN TO RETIREMENT TIPS ON THE RADIO

THRIVE RETIREMENT ROADMAP RADIO SHOW!

Don’t miss our weekly radio show as we broadcast LIVE discussing pressing issues regarding retirement such as Social Security, Risk Management, Forward Tax Planning and Legacy Planning. Your hosts, David Bezar, Karen Bezar and Bret Elam, explain common issues, concerns and scenarios seen as seniors enter their retirement years.

WHEN

Saturdays at 6 a.m. and 1 p.m.

WHERE

Listen LIVE on Philly’s 1210 AM WPHT Talk Radio OR on WOGL 98.1 HD-2 FM.

No access to a radio? No problem! Stream the show for free HERE!

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THRIVE ON 6 ABC'S WEEKEND EXTRA

Retirement savings acount balances are booming, but many have also been rocked by volatile markets and unexpected job loss.

Join 6 ABC's Gina Gannon and Thrive's Bret Elam as they discuss navigating today's complex financial world.

Have questions about your retirement income plan? Use the button below to schedule a complimentary phone call with one of Thrive's Retirement Planning Experts

THRIVE CONTENT LIBRARY

Should You Consider Doing a ROTH Conversion?

Should You Consider Doing a ROTH Conversion?

 

There are a lot of important considerations to weigh before doing a Roth conversion. As a result of the current market condition and changes due to the SECURE Act, Roth conversions are becoming an important strategy that advisors are discussing with their clients.

Should You Change My Medicare Coverage During Open Enrollment?

 

Many people currently rely on Medicare plans for their health care coverage.

October 15 marked the beginning of the Open Enrollment Period, during which changes in coverage may be made.

This flowchart helps guide you through a series of considerations when evaluating and comparing their Medicare options.

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Are You Paying Too Much in Taxes in Retirement?

Taxes - a necessary evil in our American lives. They pay for the roads, safety, and a host of other community-related services.

Taxes are going to follow you into retirement. Those retirement accounts you've started drawing from, Social Security Benefits you're receiving and other income from accounts designed to support your lifestyle in retirement may be taxable.

Read our latest ebook to see if YOU could be paying more taxes than necessary.

Roadmap to Retirement

Roadmap to Retirement: Navigating your way to peace of mind

 

Click here to download a preview of our #1 Amazon Best Seller.

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MONTHLY NEWSLETTER

thrivetimes

December 2020 Newsletter

Thrive Roadmap to Retirement Digest   December 2020 New Checklist!   Financial Issues to Consider Before 2021 This checklist covers year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. Download Now! Comforting Chocolate Chip Cookies As we enter the colder months, nothing warms your…

Thrive Times – October 2020

  Download our Latest Guide! Take Charge Of Your Taxes | Knowledge You Need For Proactive Planning AVOID SURPRISES AT TAX TIME – Take a look at the changes that could affect your return The phenomenon known as the “bracket creep” Deductions and exemptions that may apply to your situation Download Now > ANOTHER MIXED…

Thrive Roadmap to Retirement Digest – November 2020

  Flourish | Prosper | Succeed Meet Our Team Kathy Olivari, Associate Financial Advisor Kathy joined the Thrive Team in 2020 bringing with her a wealth of knowledge and experience with over 30 years in the financial services industry. She is extremely well rounded and has exposure to a variety of positions including being a…

Thrive Times – September 2020

    THE THRIVE TIMES September 2020 Edition Thrive Honored to be Inducted Into Inc. 5000 List Thrive Ranks No. 1663 on the 2020 Inc. 5000 “It’s an honor and a privilege to be included on this prestigious list of great American companies…” said David Bezar; partner of the firm, and 30-year veteran of the…

Thrive Times – August 2020

    THE THRIVE TIMES August 2020 Edition Putting the Worst GDP Drop Ever in Perspective Remember back in late May when the Commerce Department reported that our U.S. economy shrank at an even faster pace than previously estimated in the first quarter of 2020 and consensus expectations suggested that the second quarter of 2020…

Thrive Times – June 2020

JUNE 2020 – PDF Version

Thrive Times – May 2020

MAY 2020 – PDF Version

Thrive Times – April 2020

APRIL 2020 – PDF Version

Thrive Times – March 2020

MARCH 2020 – PDF Version

Thrive Times – February 2020

FEBRUARY 2020 – PDF Version                                                                                                  

PRESS RELEASES

BLOGS

AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK…

October 19, 2020

Weekly Market Update – October 19, 2020 AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK PUNCTUATED BY LOTS OF UNCERTAINTIES AND VOLATILITY As earnings season kicked off, glass-half full investors will say that stocks ended the week higher, but just barely Technically, one can say that NASDAQ trounced the other indices as it…

STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000…

October 13, 2020

STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000 ALL RECORD MILESTONES AND NASDAQ CONTINUES ITS TORRID PACE Weekly Market Update – October 13, 2020   U.S. stocks jumped during the first full week in October, as all the major indices advanced significantly, with small-caps making a big leap on the…

Being Proactive In Your Tax-Planning… Never Reactive

October 7, 2020

Joe Krause: What do your IRA, 401k, social security benefits and investment income have in common? They could all get clobbered by taxes when you retire, leaving you with a fraction of your nest egg. Welcoming everyone to Roadmap to Retirement, the Radio Show along with David Bezar, Karen Bezar and Bret Elam, David, over…