How does the federal financial aid process work?
- Broadridge Content
Your student aid index for college is based on your family's income, assets, and family size.
Financial planning that’s straightforward and focused on you.
ENJOY SUBSCRIPTION CONTENT COURTESY OF WISEBRIDGE WEALTH
Tap Into Subscriptions from around the Globe
Market Month: February 2025
- Broadridge Content
The latest issue of Market Month is available.
How May Tariffs Affect the Stock Market and Your Investments?
- Forbes
How do tariffs affect your portfolio? Explore the relationship between trade policy, the stock market, and investment strategies.
Charitable Contributions from IRAs
- Broadridge Content
Qualified Charitable Distributions from your IRA offer numerous potential benefits.
Qualifying Widow(er) with Dependent Child: Filing Status
- Broadridge Content
Qualifying widow(er) with dependent child — let's just call it qualifying widow(er) — is a filing status for federal income tax returns that may be available to you if your spouse died at any time during the prior two tax years. The filing status that you choose is important because it determines, in part, whether or not you are required to file a tax return, the amount of your standard deduction, the deductions and credits that are available to you, and the amount of your correct tax for the year. The qualifying widow(er) status allows you to use joint tax rates and the highest possible standard deduction (if you don't itemize deductions), so it's generally very advantageous for those who meet the requirements.
Feeling Stuck? How to Break Through Financial Inertia
- Forbes
Use thought exercises and journaling, to break out of financial inertia and gently shift your mindset and start moving toward financial empowerment—without the stress.
WiseBridge Wealth Management
WiseBridge Wealth Management’s mission is to help you reach your ideal lifestyle through successful financial planning. Through economic uncertainty, market fluctuations, and technology shifts, we’ve helped our clients build wealth in all stages of life, plan for retirement, and achieve financial independence. By getting to know our clients’ goals, dreams, and aspirations, we can help them reach their ideal financial goals and develop partnerships that last a lifetime.
Discover how WE can help YOU
Explore Our Services
Featured Service: Retirement Planning
Our team will help you get retirement right. We’ll put together a customized blueprint for accumulating wealth, protecting your wealth during retirement, and help ensure your retirement income meets your needs.