You have spent decades working, saving, investing and making thoughtful financial decisions. You may have a retirement strategy, an estate plan, named beneficiaries and trusted professionals who help you protect what you have built. But a legacy plan is not complete simply because the documents…
For Bill Leavitt, being a financial advisor has never been simply about investments, markets or numbers. It’s about people. As Founder and Principal Advisor of Bridgelight Financial Advisors, Bill has spent more than 25 years helping individuals and families make some of the most important…
Retirement is a major life transition. For many women, it can also be the first time in years that the focus shifts from building a career, raising a family, caring for parents or helping others to asking a very personal question: What do I want…
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). These criminals impersonate the…
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 including multiple changes to…
As I look back on my life and career, one thing has remained constant: I have always wanted to help people. Long before I became a financial advisor in Connecticut, I knew I wanted my work to make a meaningful difference in people’s lives. That…
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 goals. A major financial…
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 that used to make…
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 vote of 414 to…
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 we’re seeing results from…
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For more information about smoothly transitioning into retirement, schedule a meeting today with one of our advisors to create your financial strategy or register to attend a seminar.