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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 working on making sweeping changes to your retirement savings. Congress…

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 executive level positions has shot up from 17% in 2015…

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. If you’ve been mulling over the factors that go into…

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 in inflation is directly related to the United States lock…

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 it comes right down to it? A profound number of…

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 day on your own terms. It’s finally time to relax…

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 search for the right fit, here are some of the…

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 actually get you from point A to point B?  That’s…