It’s about that time! Human Resource Departments are getting ready to roll out your employee benefits for 2020. Don’t make the mistake of just checking the boxes without delving into the different options your employer offers and how those benefits should coordinate with the rest of your financial plan.Read More
You have probably heard of Marie Kondo, the Japanese professional organizer who has turned organizing and decluttering into a simple yet emotional experience that involves one primary question: “Does it bring you joy?”
Don’t you wish financial decisions were just that easy?
How many of us have had buyer’s regret, investment woes, or painful hard lessons due to spending money because it made us happy in the moment?
Maybe just decluttering your financial burdens by sitting down with a financial planner to determine what goals are important to you and then developing a comprehensive plan to get you there will bring you joy. We are here to help.Read More
Allyson has earned her CERTIFIED FINANCIAL PLANNER designation!Read More
Future healthcare expenses are tough to predict, but they should still be part of your financial plan.Read More
There are many decisions we make on a daily, weekly, monthly basis that add up over time to affect our financial well-being today and in the future.Read More
At Bridge Financial Planning, we don’t believe in predicting the future. We believe that low-cost, risk adjusted asset allocation along with self-discipline works best in the long run.
Dimensional’s 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success.Read More
Imagine the scenario: a new prospective client visits our office for an initial consultation, and we ask them what their main objective is for our potential work together.Read More