facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Bridging the Gap

Between industry news and personal experience.

Estate Taxes May Be Amended Soon Thumbnail

Estate Taxes May Be Amended Soon

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

Read More
Why Women Need to Plan for Long-Term Care Thumbnail

Why Women Need to Plan for Long-Term Care

Did you know women are expected to live longer than men? Too many women are stuck with the unexpected expenses of long-term care later in life, instead of preparing for it while there’s still plenty of options, resources and time ahead.

Read More
The Importance of Wellness in Retirement Thumbnail

The Importance of Wellness in Retirement

Wealth alone does not determine how much you will enjoy retirement. It’s a combination of health and wealth that can help you get the most out of your independence and freedom in retirement.

Read More
The Importance of Creating a Will Thumbnail

The Importance of Creating a Will

It might be difficult to think about what could happen to your financial assets after you pass away. However, it is essential to plan for even the unexpected by creating a will. This will help ensure that your beneficiaries are taken care of in accordance with your wishes.

Read More