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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
It may help your business be better prepared in the event of the death of a principal or key employee.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Gaining a better understanding of municipal bonds makes more sense than ever.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.