The BridgeLight Blog


The latest financial news and insights that you need to know.

The U.S. capitol on a clear day
January 23, 2023

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…

College students holding diplomas while wearing black cap and gowns diverse group of students
January 9, 2023

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…

June 3, 2022

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…

April 14, 2022

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…

February 11, 2022

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…

November 22, 2021

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…

October 20, 2021

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…

September 17, 2021

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…

July 28, 2021

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….

June 28, 2021

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…

Ready to Take The Next Step?

For more information about smoothly transitioning into retirement, schedule a meeting today or register to attend a seminar.

Or give us a call at 203.795.7080.