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Monday, March 16, 2026

Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard & Poor’s 500 Index declined 1.60 percent, while the...

Tuesday, January 6, 2026

Explore the psychology of financial FOMO and why the start of a new year amplifies fear-based investing. Learn how emotions impact money decisions and how to stay grounded, focused and aligned with your long-term financial plan.

Tuesday, October 14, 2025

October is the perfect time to confirm you’ve taken your RMD. Avoid year-end stress, tax penalties, and explore smart strategies like QCDs or combining withdrawals from multiple IRA accounts.

Wednesday, September 17, 2025

Retirement planning looks different in your 20s, 30s, 40s, and 50s. From building habits early to maximizing savings later, each decade offers steps to stay on track. Start now, adjust as life changes, and set up a secure future.

Thursday, August 14, 2025

Older millennials are in their prime earning years with assets, families, and responsibilities to protect. An estate strategy ensures your wishes are honored, your loved ones are cared for, and what you’ve built is secure.

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Tuesday, July 8, 2025

As parents ourselves, we know how much we want to set our kids up for success — not just in school or sports, but in life. And one of the most important life skills we can pass on is how to manage money with confidence. We’ve had these...

Tuesday, April 8, 2025

Wondering what to do with your tax refund? Use it to boost savings, pay down debt, or invest in your goals. Here are 6 smart ways to make the most of your refund—and how we can help you build a plan that fits your life.

Monday, March 3, 2025

Maximize your retirement savings with IRA contributions before the April 15 deadline. Learn about contribution limits, tax benefits, and why making last-minute contributions can boost your retirement planning for 2024.

Tuesday, February 18, 2025

Tax season can be stress-free! Gather documents early, stay updated on tax laws, maximize deductions, and file early. Plan your refund wisely, use direct deposit, and prepare for next year by tracking expenses and adjusting withholdings.

Thursday, January 16, 2025

Now that we’re well into January, it's a perfect time to reflect, plan, and set achievable financial goals. Whether you're aiming to build your retirement nest egg, pay down debt, or save for a big purchase, a solid financial plan is...

Friday, October 11, 2024

While the spooky season is all about indulging in sweet treats, and pumpkin spice lates, it is also the perfect time to get serious about your finances. What if we told you that managing your money can be as fun as sorting your...

Tuesday, August 27, 2024

LifeBridge Financial Group's Labor Day blog celebrates the workforce, highlighting open communication, work-life balance, and professional growth. Client Service Associate Brigette Bazile shares how these values help her thrive and succeed

Wednesday, April 10, 2024

Credit scores are pivotal in shaping our financial landscape, influencing the ability to secure loans, the interest rates we're offered, and even our prospects for renting a home. Yet, misconceptions about what impacts these scores...

Tuesday, March 26, 2024

Are you one of the many employees pondering over your workplace retirement savings? Do you often wonder if you're making the most of your opportunities to build a secure financial future? In this guide, we'll explore strategies to help...

Thursday, January 11, 2024

Financial planning is not merely a task but a journey towards ensuring the long-term well-being of your family. In this extensive guide, we will delve into the critical aspects of balancing life, health, and property protection,...

Thursday, June 1, 2023

This post could provide advice on how to start and run a successful small business, including understanding startup costs, managing cash flow, and seeking out financing options.If you have the entrepreneurial itch, you may have already...

Wednesday, April 5, 2023

The uncertainty of the market has us all thinking about how our investments are doing. Even during times of inflation, interest rate hikes and talks of recession, investing is key to building wealth. Here are strategies you can...

Thursday, February 2, 2023

2023 is the perfect opportunity to take back control of your finances and create a blank slate for yourself. You can create several resolutions and goals that you want to achieve and work through them throughout the year. Take the...

Thursday, December 1, 2022

Saving for retirement can be difficult. You end up saving for decades, other expenses come up, you need to meet other savings goals, or you think that you’ll “get around to it.” It’s easy to put saving for...

Tuesday, November 1, 2022

Since 401(k)s are employer-sponsored retirement accounts, as you change jobs and companies you will start to accumulate multiple 401(k)s. You can choose to cash out your account, leave your account with your current employer, transfer...

Tuesday, September 27, 2022

As the year has progressed, the United States is still in an inflation crisis. This is not new; the U.S. economy routinely has its periods of inflation and deflation. Since the economy goes through these cycles, it’s important to...

Wednesday, August 31, 2022

Everyone needs to be prioritizing retirement planning throughout their adult life. However, retirement planning can look different for healthcare professionals. Healthcare professionals tend to work longer than most Americans and can...

Monday, July 18, 2022

Sometimes life happens and unexpected costs arise. Whether it’s an injury, illness, accident, lost job, or repair, emergencies can quickly ruin your financial security if you are not well prepared. If emergencies can’t be...

Thursday, June 30, 2022

With the rising inflation rates, your cost of living has increased along with it. While one of the biggest costs of living expense adjustments you can make to improve your finances is moving to a less expensive area, that’s not...

Friday, May 27, 2022

If the Covid-19 pandemic and the current inflation crisis have shown us anything, it’s to be prepared for anything. These unexpected events have turned all financial rules of thumbs upside down. Throughout these events, you need...

Friday, April 29, 2022

Monday, April 11, 2022

Wednesday, February 23, 2022

Thursday, January 27, 2022

Wednesday, December 29, 2021

Wednesday, December 15, 2021

Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...

Tuesday, November 23, 2021

It can be difficult finding the balance between saving for retirement and your children's college education. You don’t want to stress about finances in retirement, but you also want to help your children throughout their higher...

Monday, October 25, 2021

Home buying can be stressful, especially as a first-time home buyer. With the current housing market in 2021, home buying can be a challenge. However, if you go into the home buy process prepared, you will be successful. See if...

Tuesday, September 28, 2021

Identity theft is when someone steals your personal information to commit fraud under your name. Someone who steals your information may apply for credit cards, apply for loans, and make large purchases. This can majorly hurt your...

Monday, August 30, 2021

While getting a new car can be exciting, the process of buying a new car can also be stressful. There are many steps in the car buying process, especially when it comes to the financial aspect. There are a few important things to know...

Monday, July 26, 2021

It is extremely important to start young with your retirement planning and IRAs are one of the best ways to start. IRA stands for Individual Retirement Account. IRAs are separate from employer sponsored retirement accounts. If you do...

Wednesday, July 7, 2021

After a long career in the medical field, it is difficult to transition to a life of relaxation. With all of the different regulations and legal aspects of a career in the medical field, retirement can end up being a bit tricky. There...

Wednesday, June 2, 2021

Retirement savings can be a bit tricky with all of the different types of accounts. A 403(b) plan is a defined contribution that allows participants to shelter money on a tax-deferred basis. Some 403(b) plans allow for Roth...

Thursday, April 29, 2021

A typical retirement savings account is a 401(k). Employers are most likely to use this traditional retirement savings account for their employees. There are other options including a 403(b) and a 457(b) that are less known to the...

Monday, March 29, 2021

A 529 plan is a way to develop savings to pay for education savings in a tax advantaged way. These plans are typically used for college savings but can also be used for Kindergarten through twelfth grade private school education. 529...

Friday, February 26, 2021

A pension plan is a retirement plan where an employer is required to make contributions to a fund set aside for an employee. The money in the fund is invested on the employee’s behalf. There are several different types of pension...

Friday, January 22, 2021

Even though we are still at the beginning of the year, tax season is quickly approaching! While it is best to file taxes as soon as you can, you still need to know the specific deadlines for filing your 2020 tax return. Due to the...

Monday, January 4, 2021

Does the thought of a new year give you some hope? 2020 was definitely a year for the books. Some may have experienced financial hardships causing them to worry about the new year. However, we have some great tips below for saving and...

Wednesday, November 25, 2020

It is crazy to think the end of the year is right around the corner! Can you believe that 2020 is coming to an end? It has been a different year, that’s for sure. There are numerous things you can do with your finances before the...

Monday, November 2, 2020

These days, it can be difficult to know where you stand in terms of your financial plan for the future. With the coronavirus pandemic and election throwing the markets for a loop, millions of Americans have been questioning exactly how...

Wednesday, October 7, 2020

When it comes to retirement, there are numerous challenges that women face. With the coronavirus pandemic at full force, the challenges have gotten even more strenuous. Financial security in retirement for women stems from lower pay...

Wednesday, August 26, 2020

When it comes to establishing a plan for your financial future, the process of determining your estate strategy can be quite overwhelming. However, it is extremely important to have a plan in place should anything happen that leaves...

Wednesday, July 29, 2020

When it comes down to home and auto insurance, you want to find the best deal. However, researching each and every insurance plan and bundle can be pretty time-consuming. Let’s go over some important aspects of home and auto...

Thursday, June 25, 2020

When it comes down to choosing nonprofits to donate to, there are numerous things to do beforehand to ensure you are donating effectively and confidently. While you will get an income tax deduction, you will need to verify that the...

Sunday, May 24, 2020

Right now, individuals all over the nation have a lot on their plate. It is imperative that workers need to prioritize their retirement plan, especially those working for a TRS covered employer and working on the frontline. In this...

Thursday, April 30, 2020

There are numerous types of retirement plans out there. Depending on your career, your retirement plan options may vary. While a 403(b) retirement plan, also called Tax Sheltered Annuity (TSA) Plan, is not as common as a 401(k)...

Tuesday, April 7, 2020

Typically, when people hear the word “budget,” they think of it negatively. The word “budget” is really just another way to say you are planning out your money. The concept of budgeting is not to take your...

Monday, February 4, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...