Bridgewell’s first annual Charity Pickleball Tournament in support of Keep Playing Kids and Junior Achievement was a smash success! Our recent blog has all the highlights, including acknowledgements of our many generous sponsors and partners.
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 …
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 »
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 »
Understanding the new federal EI sickness benefit program The federal government has confirmed that it will be extending the EI sickness benefit program from 15 weeks to 26 weeks, effective December 18, 2022. What this means for employers: Plan sponsors are under no legal obligation to change their plans to align with Bill C-30 If your STD …
What it takes to build an executive health and well-being group benefits program Workplace wellness has become a top business priority. Nowhere is this more obvious than the resources that companies are investing to enhance their executive health and well-being offerings. As the new-normal era of remote and hybrid work blurs the lines between our …
What it takes to build an executive health and well-being group benefits program Read More »
