A More Confident Journey
Lions Bridge Financial Advisors helps guide clients along the winding path of life from accumulating and preserving wealth, to planning for important goals like college, retirement, health events, and leaving a legacy. Let the Lions Bridge Financial Advisor team help you and your family Journey Confidently.View our Services
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 the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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
One of the most common questions people ask about Social Security is when they should start taking benefits.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Building wealth requires protection from the forces of wealth destruction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate conservation is too important to put off. Do you have a smart exit strategy?