Arizona Tax Credit Information
Who We Are and What We Do
At Bridge Financial Strategies, we have one goal: Help women achieve financial security. We have developed and refined a process that aligns every aspect of our clients financial lives and prepares them to address any event on the horizon. No matter where you are today, we will connect the various pieces of your wealth management puzzle with our disciplined, personalized approach. When you work with Bridge Financial Strategies, our team will help you:
- Feel confident in your financial future. The financial world and markets may bring uncertainty, but that doesn’t mean you have to feel the same in your financial life. From day one, we’ll work with you to uncover every concern and question you have, and then provide the guidance you need to move forward with confidence.
- Be prepared during life changes. We help women in transition make informed financial decisions and secure their futures. Whether you are going through a divorce, facing widowhood, or entering retirement, we will help you strategically and comfortably enter your new life chapter and preserve your wealth.
- Have an experienced guide and ally by your side. We deeply invest our time and concern in the clients we serve, and care for each person like family. You can expect a meaningful relationship, regular conversations, and personalized guidance through every life milestone and market environment.
- Streamline your financial life with one central resource. From divorce strategies to financial strategies to annual taxes and beyond, we can support your entire financial world — so you always know where to turn for answers and guidance.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Request our Free Women and Investing Guide
A Financial Guidebook for Women
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Making the most of surprises is a great reason to work with us.
Five creative (and inexpensive) ideas for motivating your employees.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Tips on insuring your teen driver.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.