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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., 1 p.m. and 11 p.m.

WHERE

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

Not near a radio? No problem! Stream us LIVE by clicking below.

Missed a segment or want to hear something again? Stream all of our shows for free right 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

February 2021 Newsletter

Thrive Times_Feb 2021

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

PRESS RELEASES

BLOGS

U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS…

September 21, 2020

U.S. STOCK MARKETS MIXED AS SMALL-CAPS OUTPACE LARGER-CAPS AND VALUE NAMES OUTPACE GROWTH NAMES Weekly Market Update – Sept 21, 2020 It was a mixed week for U.S. stocks, as small caps snapped a two week losing streak and the larger caps extended their losing streak to three weeks The smaller-cap Russell 2000 jumped 2.6%…

5 Signs You Need Money Counseling, Not Marriage Counseling

September 16, 2020

Many couples blame their marriage problems on disagreements and an inability to see eye to eye. Marriage counseling is a great option for couples who need to learn how to better communicate, but it might not solve the problem that caused a disagreement in the first place, especially if the problem involves money. So because…

6 Ways Retirement Planning Has Been Turned on Its Head

September 15, 2020

Speaker: 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 advice about how you can make…