navigating early retirement

Santa Brings The Markets More Presents & Some Lumps of Coal

SANTA BROUGHT THE MARKETS MORE PRESENTS AND SOME LUMPS OF COAL DURING THE HOLIDAY SHORTENED WEEK The Christmas–shortened trading week brought investors more presents and less coal, as NASDAQ crested the 9,000-point threshold for the first time and the S&P 500 and DJIA set new records NASDAQ moved up 0.9% on the week, followed by …

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GE FREEZES 20,000 PENSIONS – 100,000 Offered Lump-Sum Buyout

GE Workers on Edge After Pension Freeze November 15th Deadline Looms as Holiday Season Approaches   General Electric Co. said it was freezing its pension plan for about 20,000 U.S. workers and offering pension buyouts to 100,000 former employees, as the conglomerate joins the ranks of U.S. companies phasing out a guaranteed retirement. GE is …

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Thrive Weekly Economic Update – October 8th, 2019

MARKETS MIXED AS ECONOMIC DATA IS MIXED AND THE U.S. ANNOUNCES TARIFFS AIMED AT EUROPE The markets turned in a mixed week, with the narrowly–defined DJIA, the broader S&P 500 and the smaller–cap Russell 2000 all losing ground while the tech–laden NASDAQ and fixed–income markets moved up It was a volatile week, with the equity …

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Do I Still Have Time to Plan My Retirement?

[smart_track_player url=\”https://soundcloud.com/livewiththrive/do-i-still-have-time-to-plan-my-retirement\” ] We are back for another great Roadmap to Retirement discussion this week. David, it has been a busy month for Thrive, to put it lightly. Yeah, busy, busy, busy. We just finished a fantastic week, another week in the books, and really turned out fantastic. We had a lot of great appointments …

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Why 2nd Opinions Are So Important

[smart_track_player url=\”https://soundcloud.com/livewiththrive/why-2nd-opinions-are-so-important\” ] It\’s the second Saturday in the month of May and we start you off on Roadmap to Retirement, the radio show. We begin by dedicating the entire one hour of our show today to all of the moms from around the Delaware Valley that will celebrate Mother\’s Day tomorrow. We also send …

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It\’s Tax Season!

David, Karen, Bret, and Joe dive into a discussion about taxes and break down some strategies for 2019. Karen also discusses current developing trends among senior citizens in the U.S. [smart_track_player url=\”https://soundcloud.com/livewiththrive/its-tax-season\” ] How quickly we went from ending up the month of February into the month of March, and now coming into our vision …

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