Financial Challenges

Market Jitters

In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical concerns — combined to put the stock market into a tailspin. If there is one reminder that might provide investors comfort, it’s that none of …

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AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK…

Weekly Market Update – October 19, 2020 AS EARNINGS SEASON KICKS OFF, STOCKS ENDURE A CHOPPY WEEK PUNCTUATED BY LOTS OF UNCERTAINTIES AND VOLATILITY As earnings season kicked off, glass-half full investors will say that stocks ended the week higher, but just barely Technically, one can say that NASDAQ trounced the other indices as it …

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STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000…

STOCKS MAKE BIG WEEKLY JUMPS AS THE DJIA, S&P 500 & RUSSELL 2000 ALL RECORD MILESTONES AND NASDAQ CONTINUES ITS TORRID PACE Weekly Market Update – October 13, 2020   U.S. stocks jumped during the first full week in October, as all the major indices advanced significantly, with small-caps making a big leap on the …

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Being Proactive In Your Tax-Planning… Never Reactive

[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 …

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The Psychological Impacts of Uncertainty With Money

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/the-psychological-impacts-of-uncertainty-with-money\” social_linkedin=\”true\” social_email=\”true\” ]   Speaker: 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 …

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5 Signs You Need Money Counseling, Not Marriage Counseling

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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6 Ways Retirement Planning Has Been Turned on Its Head

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/6-ways-retirement-planning-has-been-turned-on-its-head\” social_linkedin=\”true\” social_email=\”true\” ] 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 …

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5 Things to Know About RMD’s That Could Help You Avoid…

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 …

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