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Posts Tagged ‘Medicare’

MARKETS END THE WEEK MIXED TO CAP OFF A REMARKABLE YEAR

Weekly Market Update — January 3, 2020 The U.S. stock markets inched down during the final holiday-shortened week of 2019, ending their recent win streak but still capping off a remarkable year On the week, NASDAQ inched up 0.2% whereas the S&P 500 and the DJIA declined 0.2% and 0.4%, respectively The smaller–cap Russell 2000…

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Great Jobs Report, Mixed Market & More!

MARKETS END THE WEEK MIXED AS A GREAT JOBS REPORT AND JUMP IN OIL PRICES HELP TURN THINGS AROUND The markets ended the week mixed, after coming back from early–week losses when a very strong Jobs Report was released on Friday The week started with the S&P 500 losing about 2.3% early in the week,…

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The 2019 World Series and the 2020 Markets

The 2019 World Series and the 2020 Markets Remember after the Houston Astros won in 2017? Or Cubs in 2016?   Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an American League or National League victory? Of course…

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Expectations for Thrive in 2019

With 2019 now underway, David, Karen, Bret, and Joe discuss the goals set for Thrive Financial Services this year. Today’s show is going to be off the charts because we have so much going on. We have so much information. We’re about to start launching again, and we have an intention this year of doing…

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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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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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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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Social Security And Medicare

  At the end of the day, making a good decision is all about education and advocacy. With everybody using plastic and everybody is buying like crazy, we have to protect ourselves. When we’re using credit cards, at the back of our minds we should always be asking, “Is this a legitimate site? Is it…

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Required Minimum Distributions

  We all want to retire and enjoy the entirety of it with no problem, however, people tend to take the preparation aspect for granted. For some, they get stuck because they don’t know how in the first place. Learn about required minimum distributions, Social Security, Medicare, taxes, and more in the book The Roadmap…

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Fear The Annuity!

  Many people fear the word “annuity” in retirement. They think it’s the most evil thing in the world. Yet through proper education, people will find that it could actually be one of the greatest things to have happened. The Thrive experts break down all the misconceptions about it that make people miss out on…

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