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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.


Saturdays at 6 a.m.


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!



20 Things to Consider for 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!

Sample Qualified 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!


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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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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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Weekly Economic Update

November 25, 2019

U.S. STOCKS DECLINE MODESTLY, SNAPPING SIX CONSECUTIVE WEEKS OF GREEN NUMBERS The U.S. equity markets paused this week, retreating modestly after six weeks of impressive gains NASDAQ declined just 0.2%, followed by the S&P 500’s drop of 0.3% The smaller–cap Russell 2000 and the mega–cap DJIA both declined this week too, as both indices lost…

Weekly Economic Update – November 17th, 2019

November 16, 2019

STOCKS UP FOR SIXTH WEEK IN A ROW ON HOPES OF A CHINA TRADE DEAL COMING SOONER RATHER THAN LATER U.S. stocks reached another record high, as the major indices rose for the sixth straight week, which is the longest winning streak in two years The DJIA led the way this week by rising 1.2%,…

Thrive Weekly Economic Update – November 4th, 2019

November 4, 2019

MARKETS HIT NEW HIGHS AS THE FED CUTS RATES AGAIN, EARNINGS GROWTH INCREASES AND A GOLDILOCKS JOBS REPORT IS RELEASED   Weekly Market Performance U.S. stocks climbed to new record highs amidst a slew of positive actions and data, including the Fed cutting rates for the third time this year, another Goldilocks jobs report and…