Entries by admin

Retirement Income Perils

Where will you get income in retirement? Most people think: By cashing in the investments I’ve accumulated during my working life. But even if you have a lot of money saved, cashing in will not always work. You need to have an income plan. The notion that you can withdraw a fixed amount every month […]

How Will You Replace Your Income in Retirement?

Many workers approaching retirement are focused on one question, how will I replace my income in retirement? The question is simple, but the formula for success is somewhat more complex. At SevenBridge, our advisors customize financial plans for our clients focusing on goal achievement while minimizing risk. Schedule an appointment with us today to find […]

Two Important Questions to Guide Your Investment Strategy

There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term. It can be easy to get bogged down in the Investing section of Google, looking at all the articles promising to make you rich in five easy steps. Whether you have been receiving […]

The Power of Investing

Watch this video to discover the power of compounding returns. The earlier you start, the better, but starting now is better than not starting at all. 

Pennsylvania’s Three-Phase Plan to Reopen the State

In conjunction with Team Pennsylvania, the Pennsylvania Department of Health, Pennsylvania Emergency Management Agency, the Department of Community and Economic Development, the Department of Labor & Industries, and others, the commonwealth of Pennsylvania worked to develop a plan to reopen the commonwealth’s economy. This new plan provides local government, businesses, customers, and workers to create […]

Best Practices for Managing Your Credit

When you are applying for a mortgage, car loan, home-equity line, insurance, home rental or job, be aware that your credit score may impact your application. Few other numbers help or hurt your life so deeply. Here’s how to find and improve this key indicator in your financial life. Your credit score is likely from […]

10 Tips for Managing Your Household Budget

Everyone would like more money in the bank at the end of the month. The good news is that it’s never too late to start saving and investing. Here are some tips to help you grow your wealth by creating a budget. Start saving now. Financial advisors recommend having at least three months’ salary saved […]

Financial Literacy: Dreams

Only 25% of Americans have a written financial plan. No matter your age, wealth, or goals, a financial plan vastly increases your chance for success. Connect with us and schedule a meeting to determine your financial position, create short and long-term goals, and develop a plan to achieve those goals over time. We are looking […]

Congress Approves Economic Relief Plan for Individuals and Businesses

Last updated March 30 at 11:46am Key Updates Unemployment insurance provisions now include an additional $600 per week payment to each recipient for up to four months, and extend UI benefits to self-employed workers, independent contractors, and those with limited work history. The federal government will provide temporary full funding of the first week of regular […]

Your Greatest Assets

Watch this short video that highlights the importance of working with a wealth advisory team that can help you plan for your future and, when the time comes, help you to develop a plan to pass your assets efficiently to the next generation.  We are ready to help and look forward to helping you achieve […]