Irrevocable Life Insurance Trust (ILIT)
- Broadridge Content
An ILIT is a trust primarily set up to hold one or more life insurance policies.
Introducing WiseBridge
Financial planning that’s straightforward and focused on you.
Your bridge to a secure future.
Your Retirement, Your Way
ENJOY SUBSCRIPTION CONTENT COURTESY OF WISEBRIDGE WEALTH
Tap Into Subscriptions from around the Globe
How Inflation Affects Your Cost of Living in 2024
- Investopedia
There's talk about inflation and cost of living increases, but what do these terms really mean? And most important, how do they affect your daily life?
ABLE Turns 10 (Dec)
- Broadridge Content
In honor of ABLE's tenth anniversary, here are a few key facts about tax-advantaged ABLE accounts.
Would You Be Prepared for an Unplanned Early Retirement? (Dec)
- Broadridge Content
Most of us would prefer not to think about an unexpected (and unwelcome) early retirement, but it does happen — frequently. Don't be caught off guard.
The Tortoise and Hare: An Investment Parable
- Forbes
Children's stories often provide powerful lessons for adult life, and The Tortoise and the Hare is a timeless example.
The Alternative Minimum Tax (AMT)
- Broadridge Content
The AMT is essentially a separate federal income tax system with its own tax rates.
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.
Learn More