“STOCK MARKETS LOSE GROUND AS JOBLESS CLAIMS CREEP UP WHILE JUNE’S NEW HOME SALES SURGE 13%” Weekly Market Update – July 27, 2020 The U.S. stock markets reversed course this week and ended down, except for NASDAQ which ended down for the second week in a row, but not before hitting a new high early…

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  Thrive Financial Services   Speaker 2: Saving for retirement is a great start, but it’s what you do with this money that really matters. What’s your strategy to reduce taxes, generate income in retirement, reduce your risk and get even more from Social Security? This is where you can count on straightforward and objective…

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Due to the coronavirus pandemic, the due date for making contributions to an IRA for the 2019 tax year has been pushed back from April 15 to July 15, 2020 Good news for retirement savers: The maximum amount that can be contributed to a traditional IRA increased by $500 for 2019. It’s the first increase…

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    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…

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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…

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Speaker: The Thrive team has been recognized by Suburban Life Magazine and Philadelphia Magazine as one of the area’s top wealth management firms. They’ve been featured in numerous publications such as The Wall Street Journal, CBS News, FOX, NBC, and ABC as well. But their greatest accomplishment yet is their ability to talk to people…

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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…

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  MARKETS MIXED AS STATES BEGIN TO OPEN UP AND APRIL RECORDS ITS BEST MONTHLY GAIN SINCE 1987 Weekly Market Update — May 4, 2020 The mood on Wall Street was more positive this week, as 18 states announced that they would reopen as of May 1st, pushing the markets up through the middle of…

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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…

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FAQ How Much Money Will I Get? The package provides one-time payments of $1,200 per adult and $500 per child under the age of 17. Married couples will receive $2,400. However, payments phase out for individuals making more than $75,000. For every $100 you earn above the limit, payment drops by $5. Individuals making more…

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