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Let the Markets Work for You
Many people look to the financial markets as their main investment avenue—and the good news is that the capital markets have historically rewarded long-term investors. The markets represent capitalism at […]
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, […]
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Why Estate Planning Is Important Today
Plan for tomorrow, today. That seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain […]
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The Devil’s in the Details
One “hell” of a story about estate planning “The devil’s in the details.” We’ve all heard this saying, and never is it more true than with beneficiary designations. As a […]
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Things You NEED to do to Financially Prepare for Divorce
Julie had the honor of being a guest for a second time on See the Upside Podcast! In this episode, Julie goes into more depth on how to prepare financially […]
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Incremental Changes
What do the Olympics have to do with your financial future? More than you might think. Take a look at that sketch above. It’s by Carl Richards, and it’s called […]
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Mixed Signals
Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, […]
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A 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would […]
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Inflation & Why We Invest
Inflation erodes the purchasing power of your wealth. As the prices of goods inevitably increase over time, it takes more money for you to purchase the exact same amount of […]
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My Five Favorite Books on Money
Over the last thirty-plus years, I’ve read a lot of books on finance and investing. In my opinion, there are a ton of great books out there (and some not-so-great […]
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Book of the Quarter
At Bridge Financial Strategies (“Bridge”), continuing to grow and learn is extremely important to us. One way we pursue this is by reading a book each quarter and discussing it […]
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Plans & Guesses
This sketch by Carl Richards is called “Plans and Guesses.” It makes sense. Making guesses about the short-term direction of the market can damage your long-term financial plan because it […]
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BRIDGE FINANCIAL STRATEGIES
11111 N. Scottsdale Road, Suite 205
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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