Trending Topics
FEATURED BLOG POSTS
Financial Planning Tips for High-Earning Women
Before the pandemic, women were retiring with about $70,000 less than comparable men. Nearly 20% of working women have no retirement savings at all. Moreover, on average, women live longer than men. These challenges mean it is even more important for women to arrange their finances to account for today’s expenses while still setting aside funds for retirement. Here are three keys to financial planning for high-earning women.
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.”
Financial Planning Tips for High-Earning Women
Before the pandemic, women were retiring with about $70,000 less than comparable men. Nearly 20% of working women have no retirement savings at all. Moreover, on average, women live longer than men. These challenges mean it is even more important for women to arrange their finances to account for today’s expenses while still setting aside funds for retirement. Here are three keys to financial planning for high-earning women.
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.
Financial Planning Tips for High-Earning Women
Before the pandemic, women were retiring with about $70,000 less than comparable men. Nearly 20% of working women have no retirement savings at all. Moreover, on average, women live longer than men. These challenges mean it is even more important for women to arrange their finances to account for today’s expenses while still setting aside funds for retirement. Here are three keys to financial planning for high-earning women.
Investment Changes
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.”
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...
What Should Women Entrepreneurs Know About Small Business Grants?
One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years their business operates, choosing instead to sink any profits back into...
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...
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...
Investor Sentiment Tested
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of the year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as...
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.
September 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…
ALL BLOG POSTS
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.
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.”
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.
Check the background of your financial professional on FINRA's BrokerCheck.
Securities and financial planning offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CO, IA, KS, MD, MO, NE, NM, NY.
© BridgeQuest Wealth Strategies • Designed by Square Peg Marketing & Branding LLC