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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 […]

Stock Markets are Leading Indicators

At SevenBridge Financial Group, we are continually monitoring the investment markets and evaluating asset prices in order to make recommendations and manage our clients’ accounts diligently.  Recently, the entire world is analyzing and reacting to a 24-7 Coronavirus news cycle. This attention is warranted given the worldwide impact of the outbreak, but the overall long-term […]

SevenBridge Working Remotely

We hope you, your family, and friends are well. Now is certainly a time to focus on what’s most important to each of us and take care of our families, friends, and communities. Please know that the entire SevenBridge Team is available to assist you or to provide solutions to any challenges you are currently […]

The Bull and The Bear

Today, on March 11, 2020, you might have heard that the Dow Jones Industrial Average, made up of the common stock of thirty of the largest capitalization companies in the world, ended its eleven-year bull market and entered a bear market.  Very scary!  (especially if you read the news flowing through your devices) – But […]

President Trump’s Budget for Fiscal Year 2021

Tips for budgeting during your retirement years, without Congressional help President Trump unveiled a $4.8 trillion budget for fiscal year 2021 and one of his main goals is to balance the budget in 15 years. While you can read the President’s budget proposal at whitehouse.gov, here is a good summary, taken from the Budget Message […]

The Bill & Melinda Gates Foundation Turns 20

Consider a donor advised fund if you can’t start your own foundation The Bill & Melinda Gates Foundation was launched in 2000 and over the past two decades, has given away almost $54 billion. In their Annual Letter, the Gates examine what has worked well, what has not worked so well and how they plan […]

Retirement Readiness Part 4: Travel

At SevenBridge Financial Group, retirement readiness is a cornerstone of our financial planning services. In our last Retirement Readiness series article, we discussed the future inflation rate of living expenses. Another key goal of many of our retired clients is Travel. Travel goals are important to include in our analysis to determine “What is Your […]

Retirement Readiness Part 3: Inflation

At SevenBridge Financial Group, retirement readiness is a cornerstone of our financial planning services.  In our last Retirement Readiness series article, we discussed life expectancy of our clients. Another key assumption that drives the results of the “What is your Number?” estimate is the future inflation rate applied to the ongoing spending needs of our […]

Reminder: Upcoming Minimum Distribution Deadline

The penalties are severe!  If you don’t take your required minimum distributions from your IRAs, you could pay Uncle Sam half of what you should have taken out! The deadline is December 31, 2019. For those of you who have reached age 70.5 this year, you have until April 1, 2020 to take your distribution. […]