800.516.5861
Posts Tagged ‘retirement planning’
Pending Home Sales Surge, Unemployment Drops & More
MARKETS SURGE HEADING INTO THE THIRD QUARTER AS PENDING HOME SALES JUMP AND UNEMPLOYMENT FALLS Weekly Market Update — July 6, 2020 The major stock markets in the U.S. rose on the holiday-shortened week to erase more than last week’s losses as Wall Street rode the momentum into the beginning of the third quarter For…
Read More5 Keys to Getting More Income from Social Security
Joe Krause: And welcoming everyone to Roadmap to Retirement, the radio show. Thank you so much for being here along with David Bezar, Karen Bezar and Bret Elam. I’m Joe Krause. We join you for another week. One week away from the holiday weekend, and I know we have a lot of ground…
Read MoreAmerican Resilience
COVID-19 Pushed 2019 Tax Deadline to July 15th Higher 401(k) limits, stimulus payments, COVID-19 distributions and more COVID-19 caused the Treasury Department and the Internal Revenue Service to extend the 2019 federal income tax filing deadline from April 15, 2020, to July 15, 2020. That means that taxpayers could defer federal income tax payments, without…
Read MoreThe Ultimate 10-Point Retirement Planning Checklist
You’ve worked hard and saved for retirement, but that doesn’t mean you’re ready to retire! Get the ultimate 10-point retirement planning checklist, by listening to Karen, David, Bret and Joe on this weeks Live With Thrive. To schedule your complimentary consultation, call us at (215) 987-2430 Joe Krause: As we come to you on this…
Read More6 Overlooked Risks…
Speaker 1: Now, on Talk Radio 1210 WPHT, WPHT [inaudible 00:00:14] Philadelphia. The Thrive Retirement Roadmap Show with your host, David Bezar, Karen Bezar and Bet Elam of Thrive Financial Services and Thrive Capital Management. They know that the road to a successful retirement is paved with consistent care and a commitment to guide the…
Read MorePreparing For The Worst; Hoping For The Best
This program is a prerecorded paid commercial announcement produced and paid for by Jacob Media Partners. No statements made during the Thrive Retirement Roadmap radio show shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Information presented is for educational purposes only and does…
Read MoreMARKETS SKYROCKET AS CORONAVIRUS CASES SEEM CLOSE TO PEAKING
MARKETS SKYROCKET AS CORONAVIRUS CASES SEEM CLOSE TO PEAKING, WASHINGTON PREPS STIMULUS #4 AND THE FED GETS MORE AGGRESSIVE Weekly Market Update — April 13, 2020 In a sharp departure from the past 6 weeks, U.S. stock markets leaped to their best weekly gains in over four decades, as the Federal Reserve announced more aggressive…
Read MoreUnemployment and Oil Prices Skyrocket
MARKETS RETREAT AS CORONAVIRUS CASES, UNEMPLOYMENT NUMBERS AND THE PRICE OF OIL SKYROCKET Weekly Market Update — April 6, 2020 U.S. markets struggled with a lot of historically bad news this week and ended the week negative, reversing last week’s historic gains The smaller–cap Russell 2000 fared the worst by far, dropping over 7% on…
Read MoreVolatility Up 50% and Could Reach Triple Digits
But volatility upticks are normal, healthy and, to some extent, expected  Market volatility can be frightening, but also useful. Gyrating stocks are a good reminder to look at your portfolio with a critical eye. The key is to curb your emotions and not panic. For the first couple of months of 2020, we continued…
Read MoreUncharted Waters
Monday, March 16, 2020 – Once again, markets are rapidly moving this morning as the U.S. Federal Reserve announced a second emergency rate cut to zero on Sunday in conjunction with Central Banks around the world. Chairman Jerome Powell announced that Monetary Policy had run its course and that a Fiscal Stimulus is needed to…
Read More