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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.

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 CONTENT LIBRARY

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!

20 Things to Consider for 2020

20 THINGS TO CONSIDER IN 2020

 

With this 3-page download, you will discover 20 valuable tips for 2020 that will help you retire the way you want!

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.

America's Hidden Pension Crisis

America's Hidden Pension Crisis

 

Is your retirement at risk?  Download this brochure to find out!

RMD Tax Report

SAMPLE RMD TAX REPORT

 

This sample report illustrates a tax analysis for "John Doe" in order to provide an example of retirement income planning and tax efficiency in retirement!

NEVER MISS A SHOW

Subscribe to our Podcast Live with Thrive on your favorite Podcast Application!

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MONTHLY NEWSLETTER

thrivetimes

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

Thrive Times – August 2019

AUGUST 2019

Thrive Times – July 2019

JULY 2019

Thrive Times – June 2019

JUNE 2019

Thrive Times – April 2019

April 2019

PRESS RELEASES

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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Thrive Capital Management: Featured in Wall Street Journal

   Five Star Professional is pleased to announce David Bezar, Thrive Capital Management, LLC, has been chosen as a Five Star Wealth Manager for 2016.    “Our Success is not built on what we accomplish for ourselves, rather its foundation lies in what we do for others,” said David Bezar of Thrive. “At Thrive Capital Management, LLC, our mission is to…

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BLOGS

TFS 08 | Required Minimum Distributions

Required Minimum Distributions

December 12, 2017

  We all want to retire and enjoy the entirety of it with no problem, however, people tend to take the preparation aspect for granted. For some, they get stuck because they don’t know how in the first place. Learn about required minimum distributions, Social Security, Medicare, taxes, and more in the book The Roadmap…

TFS 04 | Annuity

Fear The Annuity!

October 29, 2017

  Many people fear the word “annuity” in retirement. They think it’s the most evil thing in the world. Yet through proper education, people will find that it could actually be one of the greatest things to have happened. The Thrive experts break down all the misconceptions about it that make people miss out on…

TFS 6 | Social Security Misconceptions

Social Security Misconceptions

October 29, 2017

  Many people would claim that they are all familiar with social security. Yet studies show that people don’t have an accurate sense of how much money they’re going to receive from it. Part of the reason why that’s the case is because of the misconceptions that cloud social security and what it is all…