January 2024 Newsletter
For the version with clickable links, click here to download: https://thrivefinancialservices.com/wp-content/uploads/2024/01/January-2024_Newsletter-1.pdf
For the version with clickable links, click here to download: https://thrivefinancialservices.com/wp-content/uploads/2024/01/January-2024_Newsletter-1.pdf
Unlock the secrets to a healthier retirement with our guide on healthy eating for retirees in 2024. Discover essential tips on embracing a plant-based diet, managing hydration and portion sizes, reducing salt and sugar intake, and enjoying balanced meals. Tailored advice for a vibrant retirement lifestyle.
Discover key retirement planning goals for pre-retirees and retirees. Learn about financial security, healthcare planning, lifestyle choices, and more to ensure a fulfilling retirement.
Summary: Episode 203: David Bezar kicks off this episode with a recap of last week’s much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today’s show presents another ‘not-to-miss’ playbook …
From Accumulation to Distribution: Rethinking Retirement Finances Read More »
Thrive Financial Services · #200 – Stock Market Volatility Join David Bezar and Bret Elam on the newest episode of the Roadmap to Retirement podcast episode 200 – Stock Market Volatility as they discuss essential retirement planning strategies on the Roadmap to Retirement podcast. In this episode, they delve into the impact of stock market …
While each decade of life presents new financial obstacles and opportunities for growth, one principle holds true for individuals of all ages: achieving financial balance and compromise. To help people navigate their finances effectively, we recommend the following practices: 20s: Time Is Their Greatest Asset: Many individuals in their 20s find themselves overwhelmed …
Achieve Financial Balance During All Life Stages Read More »
Written by Erik Schuster, CFP® – Financial Planner – Estate planning is the process of arranging for the management and distribution of your assets after your death. It involves creating legal documents that provide instructions for your loved ones and ensure that your wishes are carried out. Basic estate planning can help protect your assets, …
Click the link below or the picture to download the PDF version Download Thrive Times Here Volume 13, Issue 7 Secure Your Future: 6 Tips for Estate Planning Written by Erik Schuster, CFP® – Financial Planner Estate planning is the process of arranging for the management and distribution of your assets after your death. …
Thrive Financial Services · #199 – Complexities of Retirement Join David Bezar, Karen Bezar, and Bret Elam on the newest episode of the Roadmap to Retirement podcast episode 199 – Complexities of Retirement as they discuss the complexities of retirement. In this episode, they talk about the importance of proper planning and investing, the …
Thrive Financial Services · #198 – Understanding Long-Term Care Planning In this episode, Bret Elam and Karen Bezar discuss the importance of long-term care planning and its impact on families. Joining our hosts for this episode are SPECIAL GUESTS Michele Kilstein and Brett Ringold from “A Long Term Companion,” a family-owned and operated homecare …