FEATURED MEDIA

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 10 a.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 live HERE!

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Thrive on 6ABC

 

As featured on 6ABC weekend extra

Are you paying more on taxes during your retirement than you realize? Join 6ABC host Ginna Gannon as she speaks with Thrive's very own David Bezar about the defensive steps you can take today to save in your retirement..

Together, Gina and David discuss strategies you may be able to take advantage of to potentially save hundreds of thousands of dollars on taxes during your retirement.

Want to learn more about these Tax Planning Strategies? Click the link below to schedule your FREE Retirement Account Analysis.

THRIVE CONTENT LIBRARY

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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.

2020 Contribution Limit Changes and the SECURE Act

2020 CONTRIBUTION
LIMIT CHANGES AND
THE SECURE ACT

 

What does the SECURE Act mean for you?  Download our latest free report where we discuss how the SECURE Act could potentially impact your retirement plan, and also how to plan for the changes now!

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.

NEVER MISS A SHOW

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MONTHLY NEWSLETTER

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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                                                                                                  

Thrive Times – January 2020

JANUARY 2020 – PDF Version

Thrive Monthly – December 2019

DECEMBER 2019 – PDF Version

Thrive Monthly – November 2019

NOVEMBER 2019 – PDF Version

Thrive Monthly – October 2019

OCTOBER 2019

Thrive Times – September 2019

SEPTEMBER 2019

PRESS RELEASES

Thrive’s Exton, PA Location Relocates!

  The Thrive team is excited to announce the relocation of our Exton, PA office! Our new office, conveniently located only a few miles from our previous location, affords us to the opportunity to better serve our community. We look forward to seeing you there – click here for directions.

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Thrive Featured on 6ABC

For Immediate Release: Team Thrive is very excited to share our feature on 6ABC’s Weekend Extra. Thrive’s very own managing partner, David Bezar, joined the Weekend Extra team to discuss the effectiveness of implementing Tax Planning strategies in your life. By deploying certain strategies, you can potentially save up to hundreds of thousands of dollars…

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Coronavirus (COVID-19)

The team at Thrive Financial Services continues to closely monitor the situation surrounding COVID-19. As always, our clients remain the top priority for all of us at Thrive.  We are prepared and diligently following the latest developments from the Centers for Disease Control and Prevention (CDC) and World Health Organization (WHO). No one in any…

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Thrive Financial Services: Featured in Kiplinger Magazine

    When they think about retirement, many people have two big concerns. First, they worry they won’t have enough money to support their lifestyle. Second, they fear their money won’t last. To help put their concerns to rest, pre-retirees need answers to questions many of them don’t even know to ask.     The…

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Thrive Financial Services Welcomes Bryan Britchkow

    Bryan joins the team as an elite Financial Advisor bringing more than 20 years of experience to the team.  His areas of expertise include: Portfolio Management; Risk Management; Investment and Trading Strategies.     In his free time, Bryan loves spending time with his wife Jackie and 2 young daughters Hailey and Madison, taking…

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Thrive Financial Services Welcomes Ryan Kelly

    Ryan joins the team as the Manager of the Financial Planning Department after being within the financial services industry for his entire 10-year career thus far.  His broad understanding of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning make him a true asset to the Thrive team.  …

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Thrive Financial Services Welcomes Maryann Lim, CFP®

    Maryann  joins the team as an elite Associate Financial Advisor bringing several years of experience to the team and an extremely upbeat, positive attitude to the work environment.  She loves answering difficult client questions and coming up with solutions to hard problems in retirement.     In her free time, Maryann loves spending…

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Thrive Financial Services Welcomes Beverly Cleveland

    Beverly recently joined the Thrive Team in 2019 as a Financial Planner. Using her background in finance, data processing, business paired with her attention to detail, Beverly is a great asset to Thrive.     She enjoys spending time with her husband, her (4) daughters, grand-children, friends and time by the ocean. She…

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Thrive Financial Services Welcomes Natalie Donegan

    Natalie joined the Thrive Financial team in 2018 with an extensive background in customer service. As an office manager at the Fort Washington office, she is the first to answer the phones and welcome all who walk in the door with a positive attitude. Helping customers is always her first priority.    …

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Thrive Financial Services Welcomes David Crespi

    David joins Thrive as an Associate Financial Advisor and helps support the financial planning process. He is a new addition to our team and is developing to become a financial advisor himself. He has industry experience in banking, accounting, and asset management. He believes in education and putting clients’ needs first, making him…

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BLOGS

6 Often-Overlooked Expenses in Retirement

July 15, 2020

  Thrive Financial Services   Speaker 2: Saving for retirement is a great start, but it’s what you do with this money that really matters. What’s your strategy to reduce taxes, generate income in retirement, reduce your risk and get even more from Social Security? This is where you can count on straightforward and objective…

How Much Can You Contribute to a Traditional IRA?

July 15, 2020

Due to the coronavirus pandemic, the due date for making contributions to an IRA for the 2019 tax year has been pushed back from April 15 to July 15, 2020 Good news for retirement savers: The maximum amount that can be contributed to a traditional IRA increased by $500 for 2019. It’s the first increase…

Markets Up Again This Week

July 14, 2020

MARKETS MOSTLY UP THIS WEEK AS NASDAQ LEAPS TO ANOTHER RECORD HIGH Weekly Market Update — July 14, 2020 The large–cap U.S. stock markets turned in solid performance on the week, with the S&P 500 advancing 1.8% and the DJIA moving up 1.0% The smaller–cap Russell 2000 Index dropped 0.6% on the week in stark…