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…
By Bridgelight Financial Advisors Social Security. We’ve heard about it, we’ve been taxed on it, and we look forward to receiving our well-earned benefits when we retire. But when you think about it, how truly knowledgeable are you on Social Security as a whole when…
By Bridgelight Financial Advisors What exactly happens when you reach retirement? After you’ve succeeded in investing for your future and have managed your wealth properly, you get to throw your alarm clock away and have the freedom to choose how you’ll fill each and every…
By Bridgelight Financial Advisors Choosing a financial advisor is not an easy task. It’s an extremely personal decision that comes with a number of questions and concerns in order to ensure that your money is being cared for in the right hands. While on your…
By Bridgelight Financial Advisors With a new president in office, we need to start focusing on President Biden’s proposed tax plan and how that may affect your asset and wealth management in the future. Although Biden’s proposed tax plan won’t affect your 2020 taxes, it’s…
By Bill Leavitt 2020 tax season is officially underway! Whether you’ve started filing your taxes or not, they’ve probably been in the back of your mind. And if you’re like most people, this process is something we’d rather avoid. We want to help you avoid…
By Bill Leavitt After years and years of working and saving, the final countdown to retirement has begun. Days filled with sandy beaches, golf courses, or more time with family are just around the corner. Although this should fill you with excitement, you might be…
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