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Bridging the Gap

Between industry news and personal experience.

Women and Retirement | Women's History Month Thumbnail

Women and Retirement | Women's History Month

March is Women’s History month, and it is a wonderful time to reflect on the unique factors that shape retirement planning for women. Women tend to face different financial challenges compared to men, making it essential to take a proactive approach to securing their financial future.

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5 Key Tax Strategies for Hospital Healthcare Workers with a 403(b) and 457 Plan | By Louie Perraut, CFP®  Thumbnail

5 Key Tax Strategies for Hospital Healthcare Workers with a 403(b) and 457 Plan | By Louie Perraut, CFP®

Navigating taxes as a hospital healthcare worker can feel like a complex puzzle, especially when you have access to powerful retirement savings tools like 403(b) and 457 plans. Let's explore five key strategies that can help you minimize your tax liability while maximizing your retirement savings. Whether you're just starting your career or you're a seasoned professional, these tips can make a big difference in your financial future.

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Tax Season Reminders | Important Information from Our Financial Advisors  Thumbnail

Tax Season Reminders | Important Information from Our Financial Advisors

Tax Season is upon us and if you haven’t already done so, now is the time to plan and prepare to ensure smooth filing. Whether you meet with a tax professional or prepare your taxes yourself, the proper planning helps reduce the risk of costly errors when you file. Check out the tips below and prepare to tackle this tax season with confidence.

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National Financial Wellness Month | Financial Resolution Tips from Our Advisors Thumbnail

National Financial Wellness Month | Financial Resolution Tips from Our Advisors

Now that the craziness of holiday spending is over, you may be left wanting to improve your financial health. The beginning of the new year is the perfect time to set some financial resolutions for yourself. These resolutions are a great way to build wealth, take control of your finances, develop healthier money habits and establish "financial wellness".

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