A More Confident Journey
From accumulating to preserving to transferring your wealth, Lions Bridge Financial Advisors are here to guide you along the winding path to and through retirement and to help you Journey More Confidently.View our Services
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When to start? Should I continue to work? How can I maximize my benefit?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
You’ve made investments your whole life. Work with us to help make the most of them.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.