Roadmap to Retirement by Thrive Financial Services

David, Karen, Bret, and Joe dive into a discussion about taxes and break down some strategies for 2019. Karen also discusses current developing trends among senior citizens in the U.S.

David, Karen, Bret, and Joe discuss unfortunate situations that hurt people in retirement. They are also joined by Jim from Del-Val Insurance to discuss what is going on within the industry

Thrive Financial Services are joined by Jim and Fran from Del-Val Insurance to discuss how each company goes about their everyday business. The 2 companies have more similarities than most would expect

Bret discusses the downfalls of greed, Karen goes over annuities 101, and David talks about the growth and progress within the company.

David, Karen, Bret, and Joe discuss the developing pension crisis within the United States, and what it could possibly mean for you

Joe, David, Karen, and Bret discuss what it means to be "bulletproof" in retirement, as well as other unique topics.

David, Bret, Karen, and Joe each discuss their own unique topic, as well as new business practices coming in 2019

David, Karen, Bret, and Joe discuss the goals for Thrive Financial Services, as 2019 is now underway

David, Karen, Bret, and Joe discuss the growth and changes within Thrive Financial Services as 2018 comes to an end

David, Karen, Bret, and Joe discuss all things Thrive, including why you should be up-to-date on your knowledge of RMD's, or required minimum distributions.

David, Karen, and Bret are joined by Jim and Fran from Del-Val Insurance as they discuss current financial trends heading into 2019 such as extreme market volatility, which could cause uncertainty heading into the new year.

Karen, Bret, and David discuss what makes Thrive Financial unique compared to other financial advisories, and what makes them the right choice for you.

David, Bret, and Karen discuss the advantages in conducting business with a financial expert opposed to on your own

David, Karen, and Bret each discuss a unique topic and trend that is going on in the financial industry. Some topics include stock trends heading into 2019, how to approach annuities, and why you should start saving for retirement now.

The Importance of Knowing Your Insurance by Thrive Financial Services

Join David Bezar, Bret Elam & Karen Bezar as they discuss your road-map to a successful early retirement.

Under current law, 94 cents of every dollar in the year 2026 is going to be spent from the United States government on Social Security, Medicare, Medicaid, and servicing 'The Debt'. If there's only going to be 6 cents of every dollar that's going to be left to spend on all these government programs, which ones are we going to cut? FEMA? The SEC? Roads and Construction? Do you know your options?

We're going to talk a little bit about what's going on out in the marketplace. We're going to talk a little bit about the mistakes that we see people making as they approach retirement.

We want to explain to people what that experience is like when they come in and see us for the Thrive Retirement Roadmap Review. I really want to start helping people soften other concerns, or their hesitation, or whatever their perception may be of what it might be like to experience this process because it's got so much value to it.

Have you selected the best pension benefit choice? Has your life changed since you last selected? Have you even thought about that in years? Let us help you!

We're going to go deep talking about pensions here today, and the crisis that people may be aware of, and people that may not be aware of, but trying to bring it to light that it's out there. The second one, Social Security. And then the last one, we're going to chat about that a little bit too, and the last one is your savings.

Why do people come to see us? It's the main reason people come see us, right? That starts the conversation. The thing that confuses people the most, or people have the least understanding of, is what the tax rules are, and how they'll be applicable during retirement. One of the first questions I ask when I go up and start our workshop, is "How many of you have a complete understanding of how taxes...

How prepared are you for retirement if you're planning? How much money do you really need to retire? You need to figure that number out so you can plan. Do you know the ins and outs of your pensions if you have one?

We here at Thrive, we always say that retirement is like a 30-year vacation, but that route to that 30-year vacation can be a very bumpy one. Most people get very stressed when they're in transit, even when they're going on a trip they've looked forward for a lot of years.

It happens! In fact, it happens more often than we tend to believe. First, there's fear. Second, there's Thrive Financial Services. We're here to make sure your plan stays on track no matter what life throws at it.