By Bridgelight Financial Advisors April is National Social Security Month! You should be aware of how often scams happen and how you can avoid them. According to the Federal Trade Commission (FTC), American consumers lost $375 million to scammers impersonating the government in 2021 (1)….

By Bridgelight Financial Advisors Women tend to face challenges that many men do not have to go through when it comes to retirement. One of the first is that women tend to live longer than men do. Also, there is the tendency of women being…

By Bridgelight Financial Advisors Tax season is here! Here are some updates you should be aware of as you start preparing to file your taxes for 2022. We want you to be fully aware of all the changes before you begin the process. The rules…

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…