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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...
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...
May the 4th Be With You: 4 Money Lessons for Becoming a Financial Jedi Master
When it feels like the galaxy’s forces are all working against you when it comes to your finances, fighting back may seem incredibly daunting....
Life Insurance: How Much Is Enough?
You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the...
5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in...
6 Money Myths That Are Limiting Your Wealth
When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of Prometheus (who stole fire from his fellow gods to give...
6 People to Have on Your Career Change Team
Most people immediately think about the what. What job suits me better? What company do I want to join? What career will bring me more job satisfaction? But they fail to ask a key question: Who?…
Investment Changes
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ALL BLOG POSTS
When Changing Jobs, Rollovers May Offer Benefits
Consolidating retirement accounts can help your retirement immensely For many individuals,...
Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a...
New Year’s Financial Resolutions to Implement Now
When it comes to New Year's Resolutions that include financial goals, writing them down and being...
Year-End Tax Planning Strategies
Making the right moves before the year ends, could help you save a bundle on your taxes.
8 Things Financial Planning Can Help You Address
Financial planning is unique for each person; no two financial plans look the same because...
Venture Philanthropy or Impact Investing: How it Works to Grow Your Giving
While it may have gained increasing interest in recent times, especially as more investors look...
Revisit Your Investment Strategy at Each Age Milestone
As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not...
Second Acts: Following Your Passions
If you think it’s too late in life to try something new, think again. Many people successfully...
Dos and Don’ts for Investing During the Holidays
In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where...
A Holiday Survival Guide for Your Finances
The average family spends an extra $1,000 or more during the holiday season. From gifts and travel...
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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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