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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A few strategies that may help you prepare for the cost of higher education.
When to start? Should I continue to work? How can I maximize my benefit?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Is your estate in order? This short quiz may help you assess your overall strategy.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here is a quick history of the Federal Reserve and an overview of what it does.
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.