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
-
Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.