Posts Tagged ‘financial education’

Concerned About Retirement? We Can Help!

David, I want to start with you immediately because I often thought this week many times, the thought came into my mind every time there was a story posted about the tariffs on China, and then China retaliating against the US, the market jumping up, the market jumping down. And it brought into, in my…

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Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry Today we’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that I want to share a quick story. Last…

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Common Mistakes in the Marketplace

Are you aware of the most common mistakes people are making as they near retirement? Do you know where to get answers to your retirement questions? Join our retirement planning experts as they discuss the most common mistakes they see people making as they near retirement. — David, set the table for us. What are…

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Oh No! Did I Make a Mistake?

    An article titled “The Three Mistakes That Can Cost You a Fortune” is discussed as well real life stories that exemplify the importance of getting a professional’s opinion on Social Security. The Thrive experts bring real information, real understanding, and real solutions as they address the subject of taxes in retirement which is…

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Taxes In Retirement: Bankruptcy Among Older Americans

  A New York Times article with the title Too little, Too late: Bankruptcy Booms among Older Americans outlined the profile of a gentleman who was a former carpenter. His union had changed some of the eligibility requirements for his health insurance that created a snowball that led him and his family into bankruptcy. Unfortunately,…

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Thrive: An Infomercial

  In the next ten years, it is said that 50 million baby boomers will turn 65. That means many will be thrust into planning their retirements, if they haven’t already. These days, what people tend to get are a number of infomercials from financial shows on radio, which is unfortunate for those who really…

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Let’s Talk Health Benefits

  We spend more time deciding about other things than we do on our financial future. Undeniably, we’re less confident in this aspect because the system lacks in providing enough credible information that allows people to make the right financial decisions. This is why education is so important. Joe, David, Karen, and Brett lay down…

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Need Financial Advice? Nice To Meet You!

  It’s the age of both information and misinformation. With all the fake news going around, many people fall into the trap of believing the wrong thing. This is especially dangerous when you’re starting to plan for your financial future. You may find yourself in the middle of a he-said she-said battle. What it all…

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Uh, hello? Stock Market? You There? with Bob Hansen

  When people dive into planning their financial future, one of the things they fear is the stock market. It is said that your financial investments for the future is heavily influenced on the state of the market. Currently, there has been an undeniable presence of volatility out there and that leaves a lot of…

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Are You Under-Utilizing Your Funds? with Bob Hansen

  Vacationing can seem like a task with all the stress that is associated with planning but when done right you will surely enjoy the most of it. The Thrive experts talk about booking your trip to retirement, using vacationing as a metaphor. There is just too much to know about planning for your financial…

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