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.
Like Us On Facebook
Newsletters
-
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
-
Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
-
Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Calculators
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.