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
Business Owner Consulting and Wealth Strategies for Growth, Employee Benefits and Ownership Transitions
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What kind of auto insurance should you have? Do you know?
Building wealth requires protection from the forces of wealth destruction.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Term insurance is the simplest form of life insurance. Here's how it works.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you died, what would happen to your email archives, social profiles and online accounts?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?