Welcome to Bridge Financial, where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.
As the name suggests, our mission is to assist you in bridging the stages of life as it relates to wealth accumulation and preservation, insurance, retirement planning and estate planning.
Specific to retirement income planning, please click on Strategic Retirement Planning in About Us on the tab above.
Our approach is to build a long-term relationship as you navigate the financial stages of your life.
Our website is one tool to assist you in this process. We hope you take advantage of this and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance.
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Newsletters
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.