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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

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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                                                                                                  

Thrive Times – January 2020

JANUARY 2020 – PDF Version

PRESS RELEASES

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…