Bridge Financial Partners, LLC

(803) 548-8875

Safeguard Your Digital Estate What Smart Investors Know The Facts About Income Tax

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

 

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

View all videos arrow