Posts Tagged ‘Investment’

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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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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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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What’s Going On In The Investment World?

  Much that happens in the investment world affects our retirement plans. It helps to know whatever is going on in it. David, Karen, Bret, and Joe have us covered as they discuss about the worries people often have with retirement, how to deal with investment risks, and when the worst time to retire is.…

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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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Happy Tax-Max!

  The year is ending and that means another year of financial woes to look forward to. If you’re the type who’s planned and ready to take on the next year, then you’ll find bliss with your future financial plans. Reflect on some of the highlights of the past year as well as the things…

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