As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored […]
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Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction […]
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America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday […]
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As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to […]
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Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. […]
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The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we’re in the final stretch of the 2024 presidential election race. As we follow the […]
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If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is […]
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In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these […]
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Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps […]
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If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership […]
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Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far […]
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As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding […]
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Scottsdale, AZ 85254
Advisory services are offered through Bridge Financial Strategies, LLC, an Investment Adviser in the State of Arizona and where otherwise legally permitted. Bridge Financial Strategies is not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Images , photographs, and videos are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons represented. Investment recommendations require a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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