Client Login
Contact us
Year-End Giving Strategies: Maximizing Your Impact
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 […]
Read More
Exploring the Financial Impact of Electric Vehicles
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 […]
Read More
Safeguarding Your Identity: Essential Tips for Financial Security
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. […]
Read More
The Impact of Elections on the Markets and Tax Policy
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 […]
Read More
Don’t Be A Victim Of The Retirement Crisis
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 […]
Read More
Artificial Intelligence’s Influence on the Investing Landscape
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 […]
Read More
Preparing to Send a Child Off to College? Don’t Forget These Important Topics
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 […]
Read More
Do You Know About the New Filing Requirements for Small Business Owners?
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 […]
Read More
Ten Common Estate Strategy Mistakes You Should Avoid
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 […]
Read More
Financial Wedding Tips for a Memorable “I Do”
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 […]
Read More
The Evolving Relationship Between Stocks and Bonds
Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.’” And normally, we would agree. But the phrase “This time it’s different” may […]
Read More
How Much Do You Need To Retire?
A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way […]
Read MoreFollow a manual added link
Get Started
Follow a manual added link
Calculators
Follow a
manual added link
Resources
BRIDGE FINANCIAL STRATEGIES
11111 N. Scottsdale Road, Suite 205
Scottsdale, AZ 85254
Follow us
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.
The inclusion of any link is not an endorsement of any products or services by Bridge Financial Strategies. All links have been provided only as a convenience. These include links to websites operated by government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Bridge Financial Strategies, nor any agency, officer, or employee of Bridge Financial Strategies warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
