An economic downturn may not seem like the best time to increase charitable giving, but at the same time, the need for funding at many nonprofits is especially acute as a result of the current economy. In addition to supporting a worthy cause, you or your business can help lower your tax bill through cash …
Charitable Giving Yields Tax Benefits for Businesses Read More »
U.S. STOCK MARKETS HAVE BIG WEEK AS NASDAQ REACHES ANOTHER NEW HIGH AND THE S&P 500 IS WITHIN 2% OF ITS FEBRUARY HIGH It was a great week for stocks, as the major U.S. stock market indices all jumped, with the smaller-cap Russell 2000 climbing a whopping 6% on the week The DJIA outpaced the …
U.S. STOCK MARKETS HAVE BIG WEEK AS NASDAQ REACHES ANOTHER NEW HIGH… Read More »
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/4-daunting-challenges-for-the-second-half-of-2020\” social_linkedin=\”true\” social_email=\”true\” ] Announcer: Welcome to Roadmap to Retirement, the Radio Show, with David Bezar, Karen Bezar, and Bret Elam from Thrive Financial Services who have been featured on Fox, ABC, NBC, the Wall Street Journal and more. Saving for retirement is a great start, but it\’s what you do with this …
4 Daunting Challenges for the Second Half of 2020 Read More »
\”S&P 500 JUMPS INTO POSITIVE YTD TERRITORY AMIDST A BUSY EARNINGS SEASON AND DESPITE HISTORICALLY AWFUL SECOND QUARTER GDP NUMBERS\” Weekly Market Update — August 3, 2020 The markets were mixed this week, as the smaller–cap names underperformed relative to the larger–cap tech names NASDAQ was driven by the large tech names and leapt 3.7% …
S&P 500 JUMPS INTO POSITIVE YTD TERRITORY AMIDST A BUSY… Read More »
Should we cheer if third-quarter 2020 GDP numbers are the best in history? 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 would be far …
\”STOCK MARKETS LOSE GROUND AS JOBLESS CLAIMS CREEP UP WHILE JUNE\’S NEW HOME SALES SURGE 13%\” Weekly Market Update – July 27, 2020 The U.S. stock markets reversed course this week and ended down, except for NASDAQ which ended down for the second week in a row, but not before hitting a new high early …
STOCK MARKETS LOSE GROUND AS JOBLESS CLAIMS CREEP UP… Read More »
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 …
How Much Can You Contribute to a Traditional IRA? Read More »
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-proven-steps-to-achieve-financial-independence\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: We say good morning on this 4th of July weekend. Welcome into Roadmap to Retirement, the radio show, we start with a question. What if you forgot about the whole idea of retirement? What if you stop thinking about it as some sort of finish line or that …
5 Proven Steps to Achieve Financial Independence Read More »
MARKETS SURGE HEADING INTO THE THIRD QUARTER AS PENDING HOME SALES JUMP AND UNEMPLOYMENT FALLS Weekly Market Update — July 6, 2020 The major stock markets in the U.S. rose on the holiday-shortened week to erase more than last week\’s losses as Wall Street rode the momentum into the beginning of the third quarter For …
Pending Home Sales Surge, Unemployment Drops & More Read More »
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-keys-to-getting-more-income-from-social-security\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: And welcoming everyone to Roadmap to Retirement, the radio show. Thank you so much for being here along with David Bezar, Karen Bezar and Bret Elam. I\’m Joe Krause. We join you for another week. One week away from the holiday weekend, and I know we …
5 Keys to Getting More Income from Social Security Read More »