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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 event of your death. However, determining the appropriate amount of coverage for your family can be complicated. Rather...
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.
November 2022 Investment Changes
We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies.
Roth Conversions Explained
Should You Consider a Roth Conversion? A Roth conversion refers to the process of moving money from a traditional pre-tax retirement account (IRA...
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Investment Changes
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ALL BLOG POSTS
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...
Your Guide to Travel Insurance
Vacations are an investment. A lot of planning and money goes into having the best trip...
Trading Wealth for Health
How much of your life savings would you give up in exchange for an extra decade of healthy life?...
Dealing with Life’s Transitional Moments
Everyone needs to determine their financial staying power Some life transitions, such as a career...
529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are...
Setting and Targeting Investment Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money...
A Tough Times Survival Guide for Small Businesses
Small businesses may often find themselves struggling, and there are many situations in which...
Investor Sentiment Tested
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge...
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,...
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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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