Posts Tagged ‘Retirement Plan’

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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Are You Under-Utilizing Your Funds? with Bob Hansen

  Vacationing can seem like a task with all the stress that is associated with planning but when done right you will surely enjoy the most of it. The Thrive experts talk about booking your trip to retirement, using vacationing as a metaphor. There is just too much to know about planning for your financial…

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Reverse Mortgages with Bob Hansen

  The job of a good quality financial advisor is to come up with solutions that are oriented to someone’s specific challenges. When you sit down with a client, you’re wide open to tailoring what’s going to work best for that individual client. You are not specific to one way to find success for that…

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