Posts Tagged ‘social security changes’

The Thrive Process

Bret discusses new laws in 2019, Karen talks about the importance of women being involved in their retirement plans, and David goes over what to expect during a complimentary consultation with Thrive. We’re coming off of what I thought was a great discussion last week. There was a great example by Bret, which allowed me…

Read More

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…

Read More

What Happens When Your Spouse Passes

  There are only two inevitable things in life, death and taxes. We’ve covered taxes quite a bit during our workshops, but what happens when your spouse passes? It can be a difficult topic to talk about when death is the subject. It is an inevitable reality but it’s certainly something that should be dealt…

Read More