Posts Tagged ‘market conditions’

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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The Importance of Knowing Your Insurance

David Bezar, Bret Elam, and Karen Bezar discuss topics such as managing your investments, as well as retirement preparation and knowing which insurance policies will work for certain situations. In partnership with Del-Val Insurance, Jim Muelbronner will also be discussing the topic of insurance. Listen to the podcast here: Karen, how are you? And why…

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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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How Do You Make Decisions

  The market conditions, whether it’s the Dow or the Nasdaq or it’s the SMP making a new highs pretty much each week and little retracement then back high again, can confuse people. The old adage of buy low and sell high is the theory behind successful investing. Unfortunately and statistically, most retail investors end…

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