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The Impact of SECURE 2.0 in 2024 and Beyond
SECURE 2.0: 7 Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed […]
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A Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set […]
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AI’s Role in Shaping Our Tomorrow: A Look Ahead
While artificial intelligence (AI) is making headlines today, the concept of “thinking machines” can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in […]
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Top 10 Questions High-Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your […]
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Understanding the “September Effect”
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It’s a reasonable answer, but it’s incorrect. Despite October’s […]
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Don’t Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become […]
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Money Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing […]
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Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of […]
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The 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
Introduction Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a […]
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How the SECURE 2.0 Act Changed 529 Plans
Changes to 529 Plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. […]
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Health Savings Accounts: Pros, Cons, and Retirement Considerations
What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover […]
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Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, […]
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BRIDGE FINANCIAL STRATEGIES
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Scottsdale, AZ 85254
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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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