Welcome to Bridge Financial, where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.
As the name suggests, our mission is to assist you in bridging the stages of life as it relates to wealth accumulation and preservation, insurance, retirement planning and estate planning.
Specific to retirement income planning, please click on Strategic Retirement Planning in About Us on the tab above.
Our approach is to build a long-term relationship as you navigate the financial stages of your life.
Our website is one tool to assist you in this process. We hope you take advantage of this and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance.
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Newsletters
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Savings Accumulation
Estimate the future value of your current savings.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.