October 2023 Newsletter
CLICK HERE FOR VERSION WITH CLICKABLE LINKS: https://thrivecapitalmanagement.com/wp-content/uploads/2023/10/October-2023_Newsletter_Live-Link.pdf
Why Should I Have a Financial Plan?
Retirement, often viewed as a period of relaxation and enjoyment, can quickly become stressful without proper planning. Taking a proactive stance on your financial future may alleviate some of that stress. Here are 6 reasons you should consider having a financial plan: Ensuring a Steady Income Stream: One of the primary concerns for retirees …
Fall in the Delaware Valley: A Whimsical Journey Through Colors and Culture
Fall in the Delaware Valley: A Whimsical Journey Through Colors and Culture The Delaware Valley, with its rich history and verdant landscapes, transforms into a mesmerizing tapestry of burnt oranges, deep reds, and golden yellows during fall. This region, stretching through parts of Delaware, New Jersey, Maryland, and Pennsylvania, offers an array of activities that …
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September 2023 – Thrive Times Newsletter
For the version with clickable links, click here: https://thrivecapitalmanagement.com/wp-content/uploads/2023/09/September-2023-Newsletter_Final.pdf For the version with clickable links, click here: https://thrivecapitalmanagement.com/wp-content/uploads/2023/09/September-2023-Newsletter_Final.pdf
Tax Planning for the Pre-Retiree & Retiree: Navigating Legality and Legitimacy
For those on the precipice of retirement or already enjoying their golden years, the topic of tax planning is paramount. It can determine the quality of life, legacy considerations, and even the ability to pursue post-retirement ventures. However, a common concern is the fine line between legitimate tax planning and illegal tax evasion. This article …
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August 2023 – Thrive Times
For a version with clickable links, click here: August 2023 Newsletter_final Continue below for a read-only version.
From Accumulation to Distribution: Rethinking Retirement Finances
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 …
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Decoding Social Security
Episode 202: In this enlightening episode, hosts David Bezar and Bret Elam of Thrive Financial Services provide an in-depth exploration of a topic that has become a prominent concern for retirees and pre-retirees: Social Security. After a week of reflective consultations and deliberations, the duo zeroes in on this subject, fueled by the myriad questions …
Maximizing the Last Days of Summer
As the golden hue of August sunsets paints the sky, we find ourselves entering the final chapter of summer. For retirees and pre-retirees, this is a wonderful time to relish the warm weather, embark on new adventures, and create lasting memories. If you’re hoping to end this summer season in style, the following tips are …
#200 – Stock Market Volatility
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 …