Bridgewell Financial, Author at Bridgewell

Muskoka cottage dock with canoe and people discussing tax planning

Strategies to mitigate capital gains tax liabilities on the family cottage

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

In our earlier blogs on developing a plan for the family cottage and the many legal considerations around cottage succession, we explored the emotional and financial sides of managing everyone’s favourite summertime (and in some cases four-season) family asset. But what about tax strategy? Simply put, the capital gains tax implications of owning a second property …

Strategies to mitigate capital gains tax liabilities on the family cottage Read More »

financial advisor discussing estate planning with a client

Less-discussed aspects of estate planning: Longevity, a living legacy and your team

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

Typical estate planning discussions revolve around core elements such as trusts, beneficiary designations, tax planning and wills—and for good reason. These are all critical considerations. However, there are other estate planning pillars that typically gain less attention, but can be just as important in helping you achieve overall financial wellness and security. As we noted …

Less-discussed aspects of estate planning: Longevity, a living legacy and your team Read More »

Financial planning for your post-career transition (not retirement)

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

We’re conditioned to think about our lives (not to mention financial planning) in stages. Our adolescent and early adult years are spent attending school and then maybe pursuing a post-secondary education. Between our twenties and forties, it’s often about building a career, a business or a family—maybe all three. Then it’s time for retirement and …

Financial planning for your post-career transition (not retirement) Read More »

Senior drinking coffee and thinking about retirement and the next chapter of her life

Forget retirement—Prepare for the next chapter of your life

Leave a Comment / News / By Bridgewell Financial

The recent protests in France over the two-year delay in the retirement age—to 64 years-old—left many North Americans scratching their heads. Most of us would be happy to hang it up a year earlier than our current official retirement age of 65, which might even reach 67 by the time many of us retire. The …

Forget retirement—Prepare for the next chapter of your life Read More »

Building an estate plan that minimizes risk for your family

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

In our first installment in this mini-series, we looked at why developing an estate plan is a critical aspect of financial planning that shouldn’t be delayed. But that’s only the start of the discussion, particularly for professionals, business owners and high net-worth families, whose wealth and strategic tax planning needs are often far more complex. …

Building an estate plan that minimizes risk for your family Read More »

Wellness, group benefits and the evolution of employee expectations

Leave a Comment / Group Benefits / By Bridgewell Financial

For the employers that think about wellness when designing their employee group benefits plans (which nowadays is the majority), their thoughts usually turn to traditional offerings: health, dental, pension plans. Typically, the goal is to provide benefits that focus on addressing their team’s physical and financial needs to help employees live better lives and bring …

Wellness, group benefits and the evolution of employee expectations Read More »

Take the summer to build your wellness culture (and a group benefits program to match)

Leave a Comment / Group Benefits / By Bridgewell Financial

As we start settling into summer and our thoughts turn to time spent on cottage docks or vacations with family and friends, it’s the perfect opportunity to think about wellness—and for organizations to shine the spotlight not only on the well-being of their employees, but how they plan to adjust or enhance their group benefits …

Take the summer to build your wellness culture (and a group benefits program to match) Read More »

Couple discussing estate planning and watching a sunset

Why estate planning matters

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

You’ve heard countless times from the Bridgewell team that one of the main drivers of wellness is strategic financial planning. Think of a comprehensive plan as a blueprint designed to bridge any gaps in your finances, one that helps you achieve your lifestyle goals. Part of that process involves preparing for the inevitable with detailed …

Why estate planning matters Read More »

Year-in-Review 2022: A look back at Bridgewell’s first calendar year

Leave a Comment / News / By Bridgewell Financial

The holidays are a time for reflection, to recharge and to refocus for a dynamic New Year ahead. For Bridgewell Financial, it’s also an opportunity to look back on the many accomplishments of our first full calendar year in business. As we emerged from the throes of the pandemic and took baby steps in our …

Year-in-Review 2022: A look back at Bridgewell’s first calendar year Read More »

Recession coming? Stay calm and hold to your financial planning strategy

Leave a Comment / Wealth and Financial Planning / By Bridgewell Financial

An economic downturn could be looming in early 2023, inflation is running high and headlines are filled with doom and gloom. That’s exactly why it’s important stay calm and remember the power of long-term financial planning. Your financial wellness depends on it. Here’s why: With markets under pressure and interest rates surging, it’s natural to …

Recession coming? Stay calm and hold to your financial planning strategy Read More »

Bridgewell Financial

Get the latest