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Preserving Your Money and Property Beyond the Third Generation
Allison Kierman, JD Guest Author Kierman Law Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation […]
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What are Health Savings Accounts? And how can they help you?
Let’s start with the basics: What on earth is a Health Savings Account or HSA? As its name implies, an HSA is an account that you use to save money […]
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The Story of Chris Gardner
Have you seen the movie, The Pursuit of Happyness, starring Will Smith? If so, then you know Chris Gardner’s story. It’s not only moving, but also inspirational—and it’s not hard […]
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Three Ways to Help Others, While Helping Yourself (to lower your taxes)
Nothing feels as good as giving to someone else. Correction: There’s actually something better! It’s when you give to someone else, and get a tax break at the same time. […]
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Countdown to College
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being […]
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Unpacking the Summer Economy
n the financial world, some weeks are more important than others, and we just lived through a big one. Let’s unpack each of the four key stats: The Fed. As […]
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Three Crucial Lessons for Weathering the Stock Market’s Storm
Marlena Lee, PhD Global Head of Investment Solutions, Dimensional Funds Advisors KEY TAKEAWAYS Reacting to down markets is a good way to derail progress made toward reaching your financial goals. […]
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Euro/Dollar Parity & Summer Travel
Summer travel is picking up this year. If you’re headed to Europe, you may notice that you get more bang for your buck. Why is that? For the first time […]
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3 Shrewd Maneuvers in a Down Market
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may […]
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Searching for the Goldilocks Economy
At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition. Raise rates too much, and you may […]
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Fed Boosts Key Interest Rate 0.75%
What an “interesting” week. In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a […]
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Breaking Down the Great Resignation
Lately, the “Great Resignation” has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement. We can all understand looking for […]
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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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