Bridge Financial Planning, LLC

01/26/2026

09/26/2025

Talking about money with family isn’t always easy—but it’s essential. Start the retirement conversation now to create clarity, avoid confusion, and make sure everyone’s aligned for the future.

Talking to your family about your wealth and retirement plans can be uncomfortable, but the conversations are too important to avoid.

09/25/2025

To maximize the value of your equity, you need to understand basic components of your award like the equity type you have, how it's taxed, and how it fits into your financial plan. https://buff.ly/gKBorC1

09/22/2025

Ready to take control of your financial future? Let’s build a personalized plan that aligns with your goals and values. Schedule an initial consultation with Justin today to get started!

Justin is currently accepting new clients. We look forward to meeting you!

09/19/2025

Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come. https://buff.ly/NwDifW9

09/17/2025

“When values are clear, decisions are easy.” - We strive to put our values into action in our lives and the work we do with our clients. If this resonates with you, contact us!

We think financial planning should be empowering and engaging. Learn more about who we are and how we can help.

09/12/2025

When you’re deciding whether to open a 401(k) vs. IRA, it’s helpful to know what these accounts are, how they’re similar and different, and how each of them can help you achieve your retirement goals.

401(k), IRA, or both? Your choice of a retirement account is an important part of saving for your future. Here's what you need to know.

09/11/2025

Here's a calendar of financial tips and tasks for the year, including important deadlines and changes. https://buff.ly/rRxXIWT

09/08/2025

Risk tolerance is not a set-it-and-forget-it, one-time decision; it’s a living, breathing reflection of your personal posture to the (investing) world around us. Now may be a good time to revisit yours!

A recent market whipsaw is a reminder: risk tolerance isn’t static. Use Protect, Live, Grow, and Give to align your portfolio with life’s changes.

09/05/2025

Your bank plays a key role in your financial life, so choosing the right one can make managing your money so much easier. https://buff.ly/W833gzn

09/04/2025

Simply setting aside a few extra dollars in a savings account each month may not be the most effective strategy for reaching multiple financial goals. Consider these steps to help you achieve your goals more efficiently. https://buff.ly/r9O09cI

09/01/2025

Happy Labor Day! We hope everyone is enjoying their long weekend. Our offices will be closed today, returning Tuesday 9/2. Thank you.