The BridgeLight Blog


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

January 28, 2020

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…

January 7, 2020

By Bill Leavitt Ever worry about outliving your money in retirement? You’re not alone. In fact, it’s the number-one fear people have as they transition into retirement.1 And with good reason. With life expectancy on the rise, we are depending on policy-makers to step up…

November 13, 2019

By Bill Leavitt There are a lot of things you don’t want to gamble with in life, like your retirement savings, how you raise your kids, or your health. Unfortunately, many Americans take one particular risk with their health, possibly without even realizing it, and…

October 24, 2019

By Bill Leavitt Retirement is one of the biggest financial transitions you’ll make in life. You go from earning income and growing your nest egg to depending on it and trying not to outlive it. And even though you’ve planned and saved for years, entering…

September 30, 2019

By Bill Leavitt Have you ever calculated how much you’ve been paying into Social Security throughout your working years? You’ve been contributing to Social Security your whole life, right back to your first official paycheck. Between you and your employers, you’ve doled out 12.4% of…

September 5, 2019

By Bill Leavitt Are you afraid of outliving your money in retirement? If you said yes, you’re not alone. Running out of money is the number-one fear people have as they transition into retirement. (1) With life expectancy on the rise, policymakers and employers understand…

August 7, 2019

The U.S. stock markets had the worst day of the year last Monday, reacting to news of escalating trade issues with China and fears of an economic slowdown. After the Dow closed down 767 points, investors are understandably nervous. If you are worried about your…

July 10, 2019

Your life is a constant journey of moving from one milestone to the next, making decisions along the way that will hopefully get you to where you want to go in the future. But how do you know if what you are doing today will…

June 10, 2019

As I look back on my life, there is one constant that has guided my decisions in life, including my decision to become a financial advisor: a deep-rooted passion for helping others. While I didn’t always know what I wanted to do with my life,…

January 10, 2019

In recent days, a volatile market, falling stock prices, and announcements from industry experts all seem to be pointing in the direction of a bear market. We have enjoyed almost a decade of continued market growth, following the Great Recession of 2008. Is it time…

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.