You may have heard there is a US government bond yielding 9.62% and wondered can this be true. Well, it is true and there are many key details to know before making a purchase decision. An I bond is a US savings bond issued by the...
As we mentioned in our 2021 year end newsletter, it is important to look at investing as a marathon, not a sprint, and snapshots of any one year are nothing more than brief segments in time to be reviewed as part of a long-term investing...
Bridge Advisory is thrilled to introduce you to our client, Ingrid Otero-Smart, President & CEO of Casanova//McCann, a woman-owned business. Please take some time to read about Ingrid and her fascinating journey from Puerto Rico to Southern California, and learn a bit more about her...
Looking back on 2021 it is fair to say it was a year of both uncertainty and anticipation. Uncertainty with a global pandemic at hand but also anticipation for return to a degree of normalcy. However, one must resist the common practice of taking what...
What’s Your New Year’s Resolution for 2022? Consider estate planning to be one of them! By Christine Chung, Esq. As we enter a new year and a new season, even with the continuing pandemic, there is no better time to consider creating an estate plan or revisit...
Time is such a funny thing – three months can feel so short yet at the same time be packed with what seems like a year full of events. You may have already forgot that the Olympics just recently took place over the summer, it...
Carolyn Lee Arnold Personal Site Carolyn Lee Arnold Facebook Carolyn Lee Arnold Instagram Carolyn Lee Arnold YouTube Carolyn, please tell us a little about yourself, your background: I drew upon my thirty years as a social science researcher and ten years as a relationship workshop assistant to...
Are you surprised at the size of your retirement accounts? Have you projected what their balance will be when you turn seventy-two, the year you must begin withdrawals? Compound growth calculators available online or a financial calculator make this easy. The SEC (Securities & Exchange commission)...
While society is still not completely back to “normal,” it certainly feels like the world is a lot closer to normal than where we were at the peak of the pandemic. And that feels great! People are taking vacations again, though staying closer to home...
www.smplmortgage.com and www.borrowsmartreverse.com Let us introduce our partner in lending and valuable resource to our Bridge clients, John Thompson. He has a planning-based approach much like your Bridge team and brings a completely different type of approach to a marketplace that is usually solely focused on...
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