By Bridgelight Financial Advisors The Secure act was designed with the intent of encouraging individuals to have a retirement savings but making it easier for employers to offer qualified retirement plans. President Biden signed the $1.7 trillion omnibus package on December 29, 2022 outlining legislation…

By Bridgelight Financial Advisors It can bring great joy seeing your grandchildren get accepted into major institutions and pursue degrees in a field of their interest. Their drive and success can spark interest in wanting to help them financially so that they can achieve their…

By Bridgelight Financial Advisors What better way to enhance your retirement this summer than adopting a new furry companion? Your retirement years are the absolute best years to adopt a pet. Why? At this point in your life, you won’t be held back from everything…

By Bridgelight Financial Advisors Congress is pushing a bill that would help working Americans save for retirement, and it’s currently on its way to the Senate. On March 29, the House of Representatives passed a package of retirement reforms called “Secure Act 2.0” by a…

By Bridgelight Financial Advisors The volatility of our market as of late, especially in the last few months, brings signs of change. By nature, the market goes up and down, swinging from bull to bear, with small bumps and blips along the way. The volatility…

By Bridgelight Financial Advisors Every year, millions of Americans fall victim to identity theft, suffering losses that total tens of billions of dollars. Identity theft occurs when someone obtains your personal information through fraud, deception, or theft and uses it to unlock and abuse your…

By Bill Leavitt My deep-rooted passion for helping people achieve financial success within their retirement and beyond is the sole reason as to why I do what I do. I have long spoken about the impact of taxation on retirement accounts, and congress is currently…

By Bridgelight Financial Advisors Women have been making some seriously big moves recently and it’s not something that should be overlooked. Within the last few years, it’s been noted that on average women are receiving more college degrees than men, the percentage of women in…

By Bridgelight Financial Advisors Retiring is a major life decision and sometimes it’s a struggle to navigate when the absolute right time to retire is. It’s not a decision to make hastily, but it’s also not one you want to sit on for too long….

By Bridgelight Financial Advisors For the past decade inflation has averaged under 2 percent a year for the typical American (1). According to a statement released by the Labor Department earlier this month, prices have risen 5% between May 2020 and May 2021. This spike…