What Exactly Is Financial Literacy? Financial literacy is a key skill that helps ensure an understanding of what is required for a secure financial future. A financially literate person is knowledgeable in the many elements of financial management, such as borrowing, investing, budgeting, and tax planning. Financial literacy is crucial for long-term financial success. …
THE WEEK IN REVIEW: May 29 – June 4 When strong jobs growth is bad for markets There are plenty of open jobs — but job growth is slowing. Last Friday’s Bureau of Labor Statistics (BLS) situation showed that job growth is still there. We added 390,000 new jobs in May, much higher than the …
When Putin invaded Ukraine in late February 2022, President Biden announced sanctions targeting Russian banks, the country’s sovereign debt and Russian oligarchs, warning that Russia would pay an even steeper price if it did not cease its aggression. In the early days of the conflict, European banks braced for the fallout. However, U.S. bank executives …
How The Russia-Ukraine Conflict Could Affect Americans Read More »
You just finished your taxes, but it\’s not too early to make plans for next year. It\’s important that as you build your plan, you think about some strategies to reduce or defer your taxes now or in the future. Here are some strategies to consider helping your financial plan become more tax-efficient: Tax Harvesting …
Every Veteran is unique and requires personalized financial advice According to the most recent data from the U.S. Census, there are over 17 million Veterans in the United States and more than nine million of these Veterans are served by the Department of Veterans Affairs. Ironically, serving your country sometimes brings tough economic times to …
[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/being-proactive-in-your-tax-planning-never-reactive\” social_linkedin=\”true\” social_email=\”true\” ] Joe Krause: What do your IRA, 401k, social security benefits and investment income have in common? They could all get clobbered by taxes when you retire, leaving you with a fraction of your nest egg. Welcoming everyone to Roadmap to Retirement, the Radio Show along with David Bezar, Karen Bezar …
Being Proactive In Your Tax-Planning… Never Reactive Read More »
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 …
5 Signs You Need Money Counseling, Not Marriage Counseling Read More »
NASDAQ and S&P 500 hit new highs as U.S. manufacturing expands and construction spending remains strong August Makes 5 Straight Positive Months As we close the book on another month, investors rejoiced as global equity markets continued to advance and recorded a very positive August, pushing two of the major U.S. equity markets to …
5 Things to Know About RMD’s That Could Help You Avoid… [fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-things-to-know\” social_linkedin=\”true\” social_email=\”true\” ] Speaker: Welcome to Roadmap to Retirement, the radio show with David Bezar, Karen Bezar and Brett Elam from Thrive Financial Services, who have been featured on Fox. ABC, NBC, The Wall Street Journal and more. Saving for retirement is …
5 Things to Know About RMD’s That Could Help You Avoid… Read More »
Investors have seen five straight weekly gains for the broad, large–cap S&P 500 and the tech–laden NASDAQ, as both moved to new highs while the concentrated – and about–to–change – DJIA moved into green territory for the year. The S&P 500 jumped 3.3% while NASDAQ moved up 3.4% and the DJIA was up 2.6%, followed …
S&P 500 and NASDAQ POST RECORD HIGHS WHILE THE DJIA MOVES… Read More »