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…

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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…

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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…

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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 a great start, but it’s what you do with this money that really matters. What’s your…

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  Speaker 1: 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 money, that really matters.…

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Did you miss the second fastest bear-market recovery of the past 50 years? We might look back and marvel how during the dog-days of August 2020, the stock market reached a new high not seen since pre-COVID. Remember when the S&P 500 closed at a then record high of 3,386 on February 19th? And just…

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Speaker 1: 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 money that really matters. What’s…

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Unemployment rate falls to 10.2% and June hires are the second largest monthly increase ever after May 2020   Employment Situation Report On Friday, August 7th, the Employment Situation Report was greeted with cautious optimism when the Department of Labor reported that nonfarm payroll employment rose by 1.8 million in July and the unemployment rate…

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Speaker 1: 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 money that really matters. What’s…

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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…

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