Trending Topics
FEATURED BLOG POSTS
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. However, becoming a financial Jedi Master is not as hard as you think. Here are four money lessons that may help you gain...
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...
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.
2022 Year in Review
2022 was a challenging year in the markets driven by the Federal Reserve raising interest rates at the fastest clip in over 40 years.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Investment Changes
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
ALL BLOG POSTS
Rainy Day Projects: Estate Planning
Estate planning is crucial to ensuring that your affairs are in order should the unexpected occur. Here are some areas to consider:
Exercising Stock Options
You’ve probably heard that it’s best to exercise regularly and often (okay, release the guilt now). What about when it comes to exercising your company stock options? Is it that simple?
Back-to-School Budgeting 101 for College Students
Establishing and sticking to a budget is an important life skill to learn, even for college students who are focused on keeping up their grades and getting a good job when they graduate. Budgeting may help them understand how much money they need to cover necessary monthly expenses.
Retirement Re-education: Back to School Time for Retirement Planning
Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement goals you now wish to achieve, or you’ve realized your previous investments may not be working as well as anticipated to help you reach your financial goals.
Now Might Be a Good Time for a Roth Conversion
One silver lining in the current bear market is that this could be a good time to convert assets...
Midyear Outlook: The Path Toward Stability
Looking back on the first half of this year, we saw modest positive returns across most sectors,...
The Great Wealth Transfer: Is Your Family Prepared?
Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby...
6 Retirement Tips for Surviving the Sandwich Generation Squeeze
Adults caring for aging parents and children simultaneously have now become known as the...
Freedom, Fireworks, and Fueling the FIRE (Financial Independence, Retire Early) Movement
Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision,...
Dreaming of Owning a Second Home?
The start of summer brings aspirations of owning that special spot Summer is here and with it are...
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 advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS
© BridgeQuest Wealth Strategies • Designed by Square Peg Marketing & Branding LLC