Posts Tagged ‘retirement planning’

Tax Day 2019

Tax Day. It’s a day that many Americans are reflecting on or saying that their tax bill is going to go up. Others are looking for more last-minute advice about taxes. What’s the penalty for a late tax return? All of those questions start to come in and kind of form above us, this big…

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The Similarities Between Thrive and Del-Val Insurance

David, Karen, Bret, and Joe are joined by Jim and Fran of Del-Val Insurance to discuss how each company conducts their business, as well as discuss their similarities and differences.  We say hello to everyone. We start with you, David, and good morning to you, sir. How are you? Good morning to you, Joe. Good…

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Is My Retirement Plan “Bulletproof”?

David, Karen, and Bret discuss what it means to be “Bulletproof” with your retirement plan. Karen also discusses the importance of caring for retired women, and David goes over the current pension crisis occurring in the United States. We’ve reached a point, David, where we’re midway into January, 28 days in the month of February,…

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Financial Trends to Look Out For in 2019

David, Karen, and Bret are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year. I’d like welcome in David Bezar to begin the conversation. It’s going to be rapid fire today. We have…

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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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Taxes, Taxes and More Taxes!

David Bezar, Bret Elam, and Karen Bezar discuss common tax mistakes, the importance of planning retirement early, and problems within the financial industry Today we’re going to address one of the things that does have major impact on retirement, which is taxes. Before I get into that I want to share a quick story. Last…

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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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Oh No! Did I Make a Mistake?

    An article titled “The Three Mistakes That Can Cost You a Fortune” is discussed as well real life stories that exemplify the importance of getting a professional’s opinion on Social Security. The Thrive experts bring real information, real understanding, and real solutions as they address the subject of taxes in retirement which is…

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Plan Your 30-Year Vacation Today with Bob Hansen

  Retirement is like a 30-year vacation, but the route to that 30-year vacation can be a very bumpy one. Most people get very stressed when they’re in transit, even when they’re going on a trip that they’ve looked forward to for a lot of years. The stresses of a long layover are a bit…

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