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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. […]

Retirement Readiness Part 2: Life Expectancy

At SevenBridge Financial Group, retirement readiness is a cornerstone of our financial planning services.  One key assumption that drives the results of the “What is your Number?” estimate is the life expectancy of our clients.  The Stats As we discussed in the introduction to this series, no two people are identical.  Everyone has differences; genetic […]

Retirement Readiness Part 1: Are You Ready?

At SevenBridge Financial Group, retirement readiness is a cornerstone of our financial planning services. You work your entire career earning income from employment which provides for your lifestyle needs. Also, during your working years, you budget, save, invest, and accumulate assets so that one day you can retire. Selecting the point in time where you […]

SEVENBRIDGE Adds Experienced Advisor to Dynamic Team

HARRISBURG, PA, June 3, 2019 – SEVENBRIDGE Financial Group, a boutique wealth management firm based in Harrisburg, PA, announced today that Christopher A. Cassel, CPA has been added to the team. This addition will enhance SEVENBRIDGE’s client service commitment and expand its resources to better serve clients in Central Pennsylvania. Chris is a seasoned CPA […]

CPA Added To SEVENBRIDGE Team

SEVENBRIDGE Financial Group is pleased to announce the recent hiring of Clinton G. Smith III, CPA to support the firm’s continued growth. Clint applies his background in pubic accounting as the Senior Relationship Manager to personally serve the varied financial needs of the clients of SEVENBRIDGE. He is a hands-on team member, dedicated to providing […]

Retirement Plans for Companies and its Employees

When you company starts to grow … there are options. Read the full story on INC.com to hear how the Raudenbushes saved more for their company and their employees. Read the full story here. → (Clicking link will open to INC.com).

In the season of giving, consider donor-advised funds

At SevenBridge Financial Group, an independent financial advisory firm based in Harrisburg, we work with a number of high-net-worth clients in the community – both corporate clients and entrepreneurs. We also work with a number of privately held businesses. And because many business owners are asked to give, we assist with an overall gifting plan. […]