Retirement | Bridge Wealth Management

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?