Posts Tagged ‘Insurance’

The Similarities Between Thrive and Del-Val Insurance

David, Karen, Bret, and Joe are joined by Jim and Fran of Del-Val Insurance to discuss how each company conducts their business, as well as discuss their similarities and differences.  We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to you, Joe. Good…

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What are RMD’s, and Why are They Important?

David, Karen, Bret, and Joe discuss all things Thrive, including why you should be up-to-date on your knowledge of RMD’s, or required minimum distributions. I can’t believe it David, but we are down to, if there were a calendar or a clock in front of us right now,  everything is clicking over into 2019. It’s…

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Why Should I Choose Thrive?

David, Karen, and Bret discuss reasons that separate Thrive Financial from other financial advisories. Other topics include navigating and implementing your retirement plan, along with aligning it to your particular goals.  David we will start with you today. Meetthrivefinancial.com is the window into getting to know you, Karen, and Bret. It’s was created with that purpose in mind…

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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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Where Are Your Tax Dollars Going?

  David Bezar, Bret Elam and Karen Bezar discuss the pitfalls of women in retirement, social security and the importance of having a financial plan in place after the death of a spouse.       I would like to start this weeks blog by praising our Thrive Army. We can say with an unconditional…

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Have You Planned For Your Future?

  We tend to spend more time planning about the present that we forget to put high regard to planning for our future. David, Karen, Bret, and Joe give advice that truly stick to real life. They provide some stories of their daily encounters with various clients as they try to navigate their own retirement…

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Retirement vs. Single Women

  Statistically, it is said that 90% of women are likely to manage all their household finances in the United States. And yet, many still find themselves on the ropes, not knowing what to do. Sherri Eigen and Diane Cardano join together to give some helpful insights and tips to regarding retirement vs. single women.…

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Navigating Early Retirement

  You could be receiving your early retirement package whether expectantly or not. Nevertheless, when you are faced with this situation, it helps to know how to navigate early retirement. The Thrive experts discuss all the necessary things you need to know about making retirement decisions, from healthcare up to pension, providing answers for the…

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Taxes, Medicare And Social Security, Oh My

  Every time tax day looms, it’s a nervous time where we scramble at home looking for information, trying to do to figure out if we have everything that the accountant needs to cover our taxes. As we scurry to get everything together, we start asking questions like, “What mistakes did I make? What don’t…

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