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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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.