Bridgerland Financial

Investors & the Markets: What to Watch Out for in an Election Year

Investors & the Markets: What to Watch Out for in an Election Year | Bridgerland Financial LLC Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to...

It's National 401(k) Day!

Your 401(k) is one of the most important tools you have for securing a comfortable retirement.

Take some time to review your contributions and consider increasing them if possible.

Even small increases can make a big difference over time.

Let's work together to ensure that your retirement savings are on the right track and that you're making the most of this valuable benefit.

Contact our office today if you need more guidance.

4 Pervasive Myths About Inflation

4 Pervasive Myths About Inflation | Bridgerland Financial LLC 4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception...

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach | Bridgerland Financial LLC In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1 That sounds simple. Yet it doesn’t happen as much as it should in the real world.1, 2 That’s because ...

4 Financial Mistakes to Avoid this Spring

4 Financial Mistakes to Avoid this Spring | Bridgerland Financial LLC Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them | Bridgerland Financial LLC You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.

Happy National Financial Awareness Day!

Today serves as an important reminder to take proactive steps toward your financial future.

Whether it’s saving for a down payment on a house, building an emergency fund, or planning for retirement, having well-defined goals is crucial to success.

However, many individuals and families do not know how
to achieve these goals after defining them.

This is where I can help.

Call our office now at 435-535-1630 to book a complimentary consultation today!

3 Investment Factors that Don’t Drive Long-term Returns

3 Investment Factors that Don’t Drive Long-term Returns | Bridgerland Financial LLC As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed tha...

A Guide to Pensions & Retirement Benefits

A Guide to Pensions & Retirement Benefits | Bridgerland Financial LLC How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1 That may not seem like a big deal, but it can give rise ...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Your Role & Responsibilities as an Agent in a Power of Attorney (POA) | Bridgerland Financial LLC A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key d...

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement | Bridgerland Financial LLC With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, lon...

Top 4 Social Media Money Scams & How to Spot Them

Top 4 Social Media Money Scams & How to Spot Them | Bridgerland Financial LLC Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2 And whether or not you’ve seen these cons in action, ...

Retirement nearing? Do these 5 things first.

Retirement nearing? Do these 5 things first. | Bridgerland Financial LLC What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout yo...

This Presidents' Day has me pondering the essence of leadership.

In my life, I’ve been blessed to lead in my family & my practice and try my best to display humility and understanding.

What qualities inspire you as a leader in your spheres of influence?

Throughout my many years of marriage, I’ve come to appreciate that love is not always a grand gesture but a collection of sincere, small acts.

So while we might do something extra special this Valentine’s Day, don’t forget to show appreciation for those in your life every day!

Happy Valentine’s Day!

Those big financial goals can seem daunting, but major accomplishments are often the result of small, consistent daily actions. Learn how you can build better money habits by setting micro goals, automating tasks, and more in this month’s Visual Insights Newsletter.

Where Goals Go Wrong Stop failing. Start achieving more. Here's how.

What tax law changes are on the horizon?! Prepare yourself with this free guide, outlining 5 strategies investors use to lower taxes BEFORE rates potentially jump. But act quickly––these opportunities could disappear forever.

Lower Your Taxes Right Now? [FREE GUIDE] Discover 5 IMMEDIATE Opportunities [BEFORE You File]

Financial Management for Couples: When a Spender and a Saver Fall in Love

Financial Management for Couples: When a Spender and a Saver Fall in Love | Bridgerland Financial LLC Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.

For those with $100,000 to invest — what do you need to know about how markets performed in Q4? We break it down in this quick, 5-minute financial update.

What happens next for markets? We broke down markets into a 5-minute read

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don’t happen overnight. In this month’s Visual Insights Newsletter, learn about the power of small, consistent actions to achieve big goals in finance and life. Check it out!

The Incredible Power of Small Daily Actions See how little steps can lead to big accomplishments.

Common Investor Biases and How They Can Impact Your Finances

Common Investor Biases and How They Can Impact Your Finances | Bridgerland Financial LLC No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?

How did markets perform in Q4? Will that predicted recession finally strike? We break down what you need to know about the markets and the economy in this quick 5-minute read. Check it out!

We Broke Down Markets Into a 5-Minute Read Here's what savvy investors should know

The Risk of Reverse Dollar-Cost Averaging for Retirees

The Risk of Reverse Dollar-Cost Averaging for Retirees | Bridgerland Financial LLC What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?

What did savvy investors take away from Q4? What predictions do they have for the rest of 2024? We definitely have some challenges ahead - we break it down in this quick 5-minute read.

Q4 markets? Stunning Here's what you need to know

After a rocky year, how did markets do in Q4? What happened, and what can we expect in the months ahead? Learn which trends drove the market last year in this quick 5-minute read — check it out!

What did markets do in Q4? (5-minute read) Here's what savvy investors took away from Q4

In the spirit of Martin Luther King Jr., I’m reminded of his timeless words: ‘The time is always right to do what is right.’

I’m going to continue making a conscious effort to contribute positively to our communities and the world at large.

Every small act of kindness counts...will you join me?

Selling Your Home After Retirement: The Benefits of Downsizing

Selling Your Home After Retirement: The Benefits of Downsizing | Bridgerland Financial LLC Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.

The Pros and Cons of Investing in a 529 Plan for College

The Pros and Cons of Investing in a 529 Plan for College | Bridgerland Financial LLC One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.

Passive Income Investments: How to Make Your Money Work for You

Passive Income Investments: How to Make Your Money Work for You | Bridgerland Financial LLC Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.