Investments

U.S. EQUITY MARKETS RETREAT FROM RECENT HIGHS AMIDST…

U.S. EQUITY MARKETS RETREAT FROM RECENT HIGHS AMIDST LIKELY PROFIT-TAKING AND BETTER THAN EXPECTED EMPLOYMENT DATA The beginning of the week saw U.S. equity markets hit new highs, but momentum quickly shifted amidst profit taking and increased volatility, pushing the markets to give up most of their gains from the previous week NASDAQ dropped the …

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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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These 5 Pieces of Conventional Wisdom for Retirement Planning…

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/these-5-pieces-of-conventional-wisdom-for-retirement-planning\” social_linkedin=\”true\” social_email=\”true\” ] 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 …

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4 Daunting Challenges for the Second Half of 2020

  [fusebox_track_player url=\”https://soundcloud.com/livewiththrive/4-daunting-challenges-for-the-second-half-of-2020\” social_linkedin=\”true\” social_email=\”true\” ] Announcer: 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 Keys to Getting More Income from Social Security

  [fusebox_track_player url=\”https://soundcloud.com/livewiththrive/5-keys-to-getting-more-income-from-social-security\” social_linkedin=\”true\” social_email=\”true\” ]   Joe Krause: And welcoming everyone to Roadmap to Retirement, the radio show. Thank you so much for being here along with David Bezar, Karen Bezar and Bret Elam. I\’m Joe Krause. We join you for another week. One week away from the holiday weekend, and I know we …

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The ABCs of RMDs…

[fusebox_track_player url=\”https://soundcloud.com/livewiththrive/the-abcs-of-rmds\” social_linkedin=\”true\” social_email=\”true\” ] Speaker: The Thrive team has been recognized by Suburban Life Magazine and Philadelphia Magazine as one of the area\’s top wealth management firms. They\’ve been featured in numerous publications such as The Wall Street Journal, CBS News, FOX, NBC, and ABC as well. But their greatest accomplishment yet is their …

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