We’re excited to announce that Seligman Insurance is now a part of the Bridgewell Financial team. Read our latest post for the full details.
There are certain workplace experience and compensation hallmarks that matter to most employees. Think competitive compensation, a supportive and rewarding work environment, workplace recognition and a strong employee benefits program. When it comes to the latter, it’s often assumed that retirement savings plans are a trailing priority behind other benefits such as health and dental …
One of the most important ways we can help clients achieve financial wellness is by continuing to enhance our service experience in every way possible. It’s a commitment that the Bridgewell Financial Group Benefits team not only embraces, but looks to advance as we enter into dynamic new partnerships and association memberships. On that note, …
Bridgewell Financial is proud to join Benefits Alliance Read More »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 …
