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.
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 »
Achieving personal financial wellness is a journey rather than a destination. The process evolves over time with your changing circumstances—the start of a new business, the arrival of children, the sale of a business or a change of industry, as just a few examples—and requires constant reassessment. The financial planning strategy you employ today could …
Overlooked financial planning opportunities: Personal finance edition Read More »
