Thrive Financial Services

From All of Us at Thrive . . . HAPPY FATHER'S DAY!!!

Happy Father's Day to All! Wake up with Thrive and learn "All About Your 401(k)!" How Much Are You Paying in 401(k) Fees? How Do You Prepare for RMDs? How Will Your Retirement Account Distributions Be Taxed?... Find out today with David, Karen & Bret. Sun 9am - 1210AM Sun 6pm - 1400AM No radio? Find us on Radio.com Questions? Set an appointment NOW at meetthrive.com OR call us at 800-516-5861

ATTENTION EXTON AREA!!! If you are nearing retirement or retired and don't have a plan, you should attend our workshop. You'll learn strategies to help create a durable inflation protected income plan to last throughout a lifetime. - Discover strategies to help reduce your taxes by setting up tax-efficient income funnels. - Learn how to avoid the most common errors that could cost you thousands.... - Increase your knowledge about RMDs Register here: https://www.retirementmasterclass.org/duling-kurtz-house-re

Thrive has a Roadmap to Retirement!!! Today's show is "All About Your 401(k)!" How Much Are You Paying in 401(k) Fees? How Do You Prepare for RMDs? How Will Your Retirement Account Distributions Be Taxed? Find out this weekend with David, Karen & Bret -- Sat 8am on AM990... Other times! Sat 11pm - 1210AM Sun 9am - 1210AM Sun 6pm - 1400AM No radio? Find us on Radio.com Questions? Set an appointment NOW at meetthrive.com OR call us at 800-516-5861

Wake up with Thrive!!! Today's show is "All About Your 401(k)!" How Much Are You Paying in 401(k) Fees? How Do You Prepare for RMDs? How Will Your Retirement Account Distributions Be Taxed? Find out this weekend with David, Karen & Bret, Sat 6am - 1210AM... Other times! Sat 8am - AM990 Sat 11pm - 1210AM Sun 9am - 1210AM Sun 6pm - 1400AM No radio? Find us on Radio.com Questions? Set an appointment NOW at meetthrive.com OR call us at 800-516-5861

Nearly three-quarters (72%) of women said the crisis had a negative impact on how long they could live off their retirement savings, according to recently released results from a survey of investors and financial advisors. http://ow.ly/6Ltc50DxYXO

"A 403(b) is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) works a lot like its more well-known counterpart, the 401(k), although it offers a few unparalleled benefits like enhanced catch-up contributions for tenured employees. If you’re saving for retirement with a 403(b) account, here’s what you need to know." http://ow.ly/QxpT50DxYQz

Think it’s reckless to retire early in the current climate? (Psst it might be riskier to keep working.) If health or economic concerns have you thinking about early retirement, check out our new guide, Should I Stay, or Should I Go?, for the first 3 questions to ask.... Download Today http://ow.ly/nFIx50DxYMW

The Thrive Times: February 2021 Edition is out now! Check it out on our website by clicking the link below! http://ow.ly/bBKH50DuSjJ

Welcome to our new Cherry Hill office. You can find us at 401 Marlton Pike East, Suite 211, Cherry Hill, NJ 08034. Not near Cherry Hill? We have 4 other locations. Or set up a virtual meeting. Schedule your appointment by calling 800-516-5861 or visit http://ow.ly/Cvj850DsQHy.

Will you be joining us at our next Taxes in Retirement workshop? All of our events are FREE to attend!

Happy December! What are you most excited for this month?

"This tax-saving technique most Americans aren't taking advantage of is investing in a Roth 401(k). Just 12.5% of people who are offered this type of account are making contributions to it, according to Fidelity. " http://ow.ly/iUwL50CyeO2

Have you caught up with the latest episodes of our podcast? Our latest episode is now available to be streamed at your convenience - check it out! http://ow.ly/nCVP50CcQZs

Today is election day!

Investors had a lot to be thankful for during Thanksgiving week, as all of the major U.S. indices moved up and many of them crossed purely psychological point-thresholds The DJIA moved up 2.2% and crossed 30,000 for the first time in history, before pulling back at the end of the week and more!... http://ow.ly/3OU550Cyeyk

#HappyHalloween from your friends at Thrive!

Be sure to join us tomorrow on the radio and wake up with your favorite crew. We will be live at 6AM & 1PM, we hope you'll tune in!

Happy Thanksgiving May you find plenty of reasons to give thanks! From, Team Thrive

The latest episode of our podcast is here! In this weeks episode, Bret, David, Karen and Joe discuss: - How to take advantage of the current historically low tax rate - How to navigate your Roth IRA... - What does the elimination of the Stretch IRA mean? - and MORE Be sure to join the Thrive Army for a loaded episode! http://ow.ly/CxjL50C4oN5

Have you missed us on the radio lately? No worries, we have all of our latest episodes on-demand to listen at your convenience! Catch up with our hosts and see what you've missed! http://ow.ly/LlMH50BYJgB

"U.S. equity markets ended the week up, as NASDAQ, the S&P 500 and DJIA all ended the week up less than 1%. It seemed as if there was cloud over the markets for most of the week, as investors were bracing..." Our weekly economic update is here Read:... https://thrivefinancialservices.com/as-earnings-season-kic/ See more

Be sure to join us, THIS SATURDAY, October 17th at 9:55 AM as Thrive's own Bret Elam sits down with Gina Gannon on 6ABC's Weekend Extra, to discuss opportunities that could potentially save you tens of thousands of dollars in taxes! : 6ABC - Saturday, October 17th @ 9:55 A.M.

Would you like to retire in the next 5 years? You may not realize it, but you could be A LOT less prepared than you know. And the financial consequences of not being prepared could be detrimental to your goals. Don't miss a 3-Step Action Plan that could help you make your dream, a reality. Be sure to catch our latest show here... http://ow.ly/wpCe50BSHpS See more

"U.S. stocks made huge strides this week, with the S&P 500 recording its best weekly gain in about three months, the DJIA climbing into the positive performance column YTD and NASDAQ ending the week with a staggering YTD gain of close to 30%. But wait, that’s not all..." Our weekly economic update is here, be sure to check it out Read:... https://thrivefinancialservices.com/stocks-make-big-weekly/ See more

We're live on 6ABC Weekend Extra in 30 minutes! Be sure to join Thrive's very own, David Bezar to learn about opportunities that could save you tens of thousands of dollars in taxes! : Tune-in at 9:55AM

This SATURDAY at 9:55 AM join Team Thrive on 6ABC's Weekend Extra! Our very own David Bezar sits down with 6ABC's Gina Gannon to discuss opportunities that could save you tens of thousands of dollars in taxes. : Be sure to join us on 10/10 at 9:55 AM!

There's a lot of uncertainty in this world, and your finances are definitely no exception to that. Most people assume that by stashing away as much money that they can afford into savings, they will be in a great place once it's time to retire. While that may be the case for some people, that is not 100% and those uncertainties can sneak up on you when you least expect it. Be sure to listen to this show loaded with useful information for your proactive tax-planning, and find out how you can get a FREE complimentary guide on forward tax planning. http://ow.ly/EVuO50BMy1a