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Wondering How to Finance Your Small Business or Side Hustle?
Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, “It takes money to make money,” what if you just don’t have the extra cash on hand to put things in motion? Below are some tips to help you kickstart your new venture on a shoestring budget.
The Importance of Setting Career Goals
We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. But in order to achieve any type of...
A Financial Checklist for Life-Changing Events
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning....
An Introduction to Estate Planning for the Sandwich Generation
Estate planning can be crucial to protecting your assets and providing for your children or other loved ones after you are gone. Here are some tips for Sandwich Generation members to begin their estate planning process.
Wondering How to Finance Your Small Business or Side Hustle?
Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, “It takes money to make money,” what if you just don’t have the extra cash on hand to put things in motion? Below are some tips to help you kickstart your new venture on a shoestring budget.
The Importance of Setting Career Goals
We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. But in order to achieve any type of professional success, we must continually push ourselves and develop our skills. How do we do that? Set goals. Consider...
A Financial Checklist for Life-Changing Events
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial professional can benefit anybody...
An Introduction to Estate Planning for the Sandwich Generation
Estate planning can be crucial to protecting your assets and providing for your children or other loved ones after you are gone. Here are some tips for Sandwich Generation members to begin their estate planning process.
Investment Changes
October 2024 Investment Changes
The capital markets have grown quite significantly this year. Here is a recap from the most recent quarter and forecast for what’s ahead.
March 2024 Investment Changes
Increased focus on high quality strong balance sheet companies in our equity holdings. Our mantra remains “not all companies are well prepared for higher interest rate era.”
Midyear Outlook: The Path Toward Stability
Looking back on the first half of this year, we saw modest positive returns across most sectors, however, the front-and-center story again was inflation and the Fed's interest rate policy. The markets are still fairly obsessed with projecting what's coming at the next...
2022 Investment Changes
We are officially out of the ultra (artificially?) low-interest rate era of the past decade with no indicators of going back. With these factors in play, we were certainly more active with portfolio and investment changes in 2022.
November 2022 Investment Changes
We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies.
May 2022 Investment Changes
In light of continued inflation and interest rate hikes by the Fed, here are a few changes we’ve made to support a slightly…
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Retiring on Your Own Terms: 7 Ways You Can You Work Toward an Early Retirement
Many dream of working toward early retirement, but getting there generally doesn’t happen by...
May 29th is a Nationwide Celebration of 529 Day
May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529 college savings plans.
Wondering How to Finance Your Small Business or Side Hustle?
Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, “It takes money to make money,” what if you just don’t have the extra cash on hand to put things in motion? Below are some tips to help you kickstart your new venture on a shoestring budget.
The Philanthropic Mindset: How to Give Well and Wisely
Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever.
Retirement Planning: The Ultimate Endless Summer Adventure
If you’re like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your childhood was idyllic.
Leaving Your Job? Your Retirement Savings Plan Options
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you’ve considered all your options.
Is a 529 to Roth IRA Rollover Right for You? Here’s What You Need to Know
If you have a 529 education savings plan, it can now be converted to a Roth IRA. Both plans are funded by after-tax money. Initially, the money put into a 529 plan had to be used toward education expenses.
It’s Time to Spring-Clean Your Financial Plan
Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, “April showers bring May flowers”, and this sentiment can also apply to your financial life.
Donor Advised Funds: A Unique Way to Give
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering.
The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know
When it comes to financial accounts like the IRA, details are everything. Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.
Let Us Be Your Guide
At BridgeQuest Wealth Strategies, we specialize in helping clients navigate significant career transitions. We have a proven process that helps you understand all the different aspects of your transition. We'll help you figure out what's most important to you and develop a plan to make your transition as smooth as possible.
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