Blog
What’s on our mind? Whether it’s ideas from the industry, emerging trends or team achievements you can read about it here.
If Someone Gets Into Your Email, They Could Access More Than You Think
Your email account may be the key to your entire digital life. Learn 3 simple cybersecurity steps that can help protect your financial accounts, personal information, and online identity from hackers and fraud.
Read MoreWhat is "Vishing?"
What is "Vishing?"Voice Cloning Scams Are on the RiseYou're busy with your workday when you get an unexpected call from a familiar voice: it sounds just like your boss. They are asking you for some sensitive information, and something...
Read MoreCreative Ways to Inspire the Next Generation
Now is a perfect time to focus on financial literacy—a crucial skill that can help almost everyone.Remember those early money lessons, perhaps with a childhood piggy bank. This is a great opportunity to reflect on how those experiences...
Read More4 Ways Your Tax Return Can Guide Smarter Spending Decisions
Your tax return isn’t just paperwork—it’s insight. Use it to understand cash flow, revisit priorities, strengthen your financial foundation, and uncover planning opportunities.
Read MoreNational Social Security Month
As we welcome April, the Social Security Administration is marking National Social Security Month. This annual public awareness campaign is a wonderful opportunity to learn about how Social Security works and how to get more info about...
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Special Report: Middle East Conflict
As the troubling and fluid events unfold in the Middle East, more investors are asking, “Should we do anything?”Here are a couple of areas to keep an eye on in the weeks ahead.The Fed’s next two-day meeting ends on March 18....
Read MoreThe Inflation Numbers We Feel
Inflation hits differently depending on where your money goes. This month's chart, built from Bureau of Labor Statistics data, tracks 25 years of price changes across three personal spending categories and compares them to headline CPI...
Read MoreMelanie Colusci: Recognized as Peak Financial Professional(s) in the U.S. by 1847Financial
Melanie Colusci: Recognized as Peak Financial Professional(s) in the U.S. by 1847Financial Bridger Financial Group, a Pittsburgh, PA -based financial services firm, is pleased to announce that Melanie Colusci has been recognized as one...
Read MoreKeeping a Long-Term Perspective on Events in Iran
Keeping a Long-Term Perspective on Events in IranRecent geopolitical events have created uncertainty across global markets. The U.S. and Israel launched a significant military strike on Iran, resulting in the death of Iran’s Supreme...
Read MoreHow Insurance Can Protect Your Income in Retirement
Insurance can play a key role in protecting your retirement income. From long-term care coverage to permanent life insurance strategies, the right plan can help preserve assets, replace income, and provide financial stability when it matter
Read MoreDownload Your 2026 Tax Guide Today
We’re excited to share our newly released 2026 Tax Guide- a comprehensive resource complete with the latest tax rates, contribution limits and more.We invite you to view and download the 2026 Tax Guide, and then schedule a meeting with...
Read MoreQ1 Newsletter: Financial Habits Worth Revisiting
Our latest newsletter is live! Get quick financial insights, helpful planning tips, and updates from our team—all designed to help you stay informed and prepared. Take a minute to read it today!
Read MoreNavigating the Costs of Senior Care
Seniors turning 65 today have a 70 percent chance of needing extended care as they age. However, extended care comes with a hefty price tag.1Nationally, the median annual cost of a nursing home is over $110,000 for a shared room, and...
Read MoreNew Retirement Contribution Limits for 2026
The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.Individual Retirement Accounts (IRAs)IRA contribution limits are up...
Read MoreBeware of Phantom Debt Collectors
Phantom debt scams are rising, with scammers using threats and harassment to collect fake or inflated debts. A recent FTC case shows these bad actors can steal millions—know the warning signs and report suspected scams to the FTC.
Read MoreStart the Year with Clarity: Financial Questions to Ask Yourself Now
The start of a new year is a great time to review your finances and ensure everything still aligns with your goals and life changes. A thoughtful check-in across key areas can bring clarity, confidence, and direction for the year ahead.
Read MoreBalancing Family & Finances
Balancing family, career, and finances can feel overwhelming—but it doesn’t have to be. 💙
Read MoreBridger Team Holiday Dinner
Nothing brings holiday cheer like great food and even better teammates! Celebrating the season together.
Read MoreHappy Holidays!
As the year comes to a close, many families take time to reflect on what changed and what matters most. It is also a good point to make sure your financial protection still matches your life today. If this year brought new goals,...
Read More2026 Federal Tax Updates Announced
When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...
Read MoreEstate Planning Week: Are You Prepared to Secure Your Legacy?
I wanted to reach out to you during Estate Planning Week, which runs from October 20 to October 26, to address a topic of utmost importance– your legacy and the well-being of your family. Estate planning isn’t just about finances;...
Read MoreAs of October 1, 2025, the IRS is no longer accepting paper checks for payments.
Were you aware the IRS is now requiring all payments to be made electronically? This just became effective so make sure you know how to submit your estimated payments or other payments due! As of October 1, 2025, the IRS is no longer...
Read MoreMaking Smarter Moves with Your 401(k)
Your 401(k) offers more than saving and matching. Explore rollover options, catch-up contributions, consolidation, and smart strategies to maximize your retirement savings.
Read MoreSeptember Is National Life Insurance Awareness Month
It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life insurance is one of those...
Read MoreSix Smart Strategies for a Secure Retirement
Plan a confident retirement with six smart strategies: maximize Social Security, build tax-smart income, protect with insurance, navigate Medicare, create an estate plan & prepare for the unexpected. Start securing your future today.Six Sma
Read MoreLabor Day: Offices are Closed today!
Our Offices are closed today! We will resume normal business hours Tuesday September 2nd.
Read MoreThinking about your business exit strategy?
Thinking about your business exit strategy? The best time to start planning is now. Let’s talk about maximizing your business value and ensuring a smooth transition. Join us for a powerful live webinar designed for women business...
Read MoreAugust is Make a Will Month: What Will Your Legacy Be?
Summer is almost over, and August is nationally recognized as Make a Will Month. Although discussing wills may feel uncomfortable or seem far-off, it presents an important opportunity to reflect on our lives, our values, and the...
Read MoreTurning 60 Soon? Here’s a Limited-Time Retirement Boost You Don’t Want to Miss
Turning 60 soon? A new SECURE 2.0 rule lets you contribute over $10K extra to your 401(k) from ages 60–63—starting in 2025. It’s a limited-time chance to boost retirement savings fast. Don’t miss it!
Read MoreStop Leaking Money: 6 Smart Saving Tips Your Future Self Will Thank You For
Boost your savings with these 6 smart, simple tips—like automating transfers, cutting unused subscriptions, and matching splurges. Saving isn't about sacrifice—it’s strategy. Start today and let your money work for you!
Read MoreExciting News!
Exciting News! We are thrilled to share that Gabrielle (Gaby) Smith—who many of you already know—is now a fully registered Financial Advisor! For the past six years, Gaby has been an essential part of our team, offering outstanding...
Read MoreSmart Summer Spending: Budgeting Tips to Keep Your Finances Cool
Stay financially cool this summer with 8 smart budgeting tips! Learn how to save on travel, cut utility costs, find free fun, and manage your spending—so you can enjoy the season without blowing your budget.
Read MoreOffice Closed: 4th of July
Reminder that our offices will be closed on Friday July 4th. We will resume normal business hours on Monday July 7th. This Independence Day, we celebrate the freedom we cherish and the future we build. Just like our Founding Fathers...
Read More💎 Teamwork + Treasure Hunting = One gem of a day!
For our quarterly team meeting, we traded spreadsheets for sapphires and had a blast bonding while digging for hidden gems (literally!). No worries—none of us struck it rich, so we’ll all be back at our desks on Monday! 😉 Experiences...
Read MoreJob Promotion!!!
🎉 Please join us in congratulating Mary Ellen on their well-deserved promotion to Operations Manager! Their dedication, leadership, and commitment to excellence have made a lasting impact on our team—and we’re excited to see all...
Read MoreA Summer Supported by Smart Decisions: 5 Simple Financial Tips for the Season
Summer should be a time to relax, recharge, and make memories—not worry about finances. With a little planning and a few intentional decisions, you can enjoy the season fully while staying aligned with your long-term financial goals....
Read MoreMost Searched Financial Topics
Check out our video about the most searched financial topics!
Read More🎓 What is 529 Day and Why It Matters for Your Family’s Financial Future
🎓 What is 529 Day and Why It Matters for Your Family’s Financial Future May 29th — also known as 529 Day — is a great reminder that investing in education is one of the smartest financial moves you can make. Whether you're a parent...
Read MoreHappy Memorial Day!
Reminder that our office is closed today in observance of Memorial Day. Normal office hours resume Tuesday May 27th.
Read MoreQuarterly Scam Safeguard | How Thieves Target Your Logins and Passwords
How Thieves Target Your Logins and Passwords Did you know that over a billion passwords were stolen in 2024? One of the tradeoffs of living in this time of incredible technology is the need to be security conscious. We keep so much...
Read MoreFrom Montana to Finance: How My Journey Began
Most of my clients know me as their financial advisor—but not everyone knows how I got here. It wasn’t a traditional path, and honestly, that’s what makes it meaningful to me. I grew up in rural Montana, working in my family’s cable...
Read MoreHappy Mother's Day!
🌷 Happy Mother’s Day! 🌷 Today, we celebrate the incredible women who lead with strength, nurture with love, and inspire with resilience—at home, at work, and in their communities. To all the mothers, grandmothers, stepmoms, and...
Read MoreUse Your Tax Return As A Strategic Planning Tool
Use Your Tax Return As A Strategic Planning Tool Congratulations! You’ve just submitted your tax return. For many, filing taxes is an obligation they eagerly look forward to checking off their list. However, your tax return is more...
Read MoreReminder! Today is Tax Day!
⏰ Today is Tax Day — don’t miss the deadline!
Read MoreFinancial Literacy Month - Budgeting Today for Wealth Tomorrow
Spend today, save tomorrow? Okay, we've all been there. But if it seems you're always living paycheck-to-paycheck and never able to save anything for the future, then it may be time to make a change . April is Financial Literacy Month...
Read MoreHow Tariffs Affect The Stock Market
How Tariffs Affect The Stock Market Recent headlines about tariffs and market volatility may have you feeling uneasy about your retirement savings or investments. It’s easy to feel overwhelmed by terms like “trade wars” and “tariff...
Read MoreStock Pullbacks Are Helpful, Not Hurtful
Do me a favor: print the chart in this email and pin it to your wall. I want you to have a constant reminder that stock prices see pullbacks several times during the year. It’s a normal, healthy part of the investing cycle. Is it...
Read MoreFinancial Literacy Month - Defining SMART Financial Goals
Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the "lots" of today be...
Read MoreWhy DIY Financial Planning Could Cost You More Than You Save
Why DIY Financial Planning Could Cost You More Than You Save Picture this: You're staring at a hole in your wall where your DIY shelf installation went wrong. Sure, you saved $100 on installation, but now you're looking at $500 in...
Read More📅 Don’t Forget to File Your Taxes! 🧾💸
📅 Don’t Forget to File Your Taxes! 🧾💸 Make sure to stay on top of your filing deadlines to avoid penalties. File on time, and keep your finances in check! #TaxSeason2025 #TaxReminder #FileOnTime #IRS
Read MorePerspective on Recent Stock Market Movements
Given the recent fluctuations in the stock market, I wanted to take a moment to provide some perspective on the situation. Over the past few days, we’ve seen increased volatility across major indices, driven by factors such as: Trade...
Read More🎉 Congratulations Melanie!
🎉 Congratulations Melanie! 🏆 We are beyond thrilled to announce that Melanie has been recognized as top financial professional in the U.S. for 2025, receiving the HTK Summit Award! This incredible achievement reflects your unwavering...
Read More2025 Q1 Newsletter
Stay up to date with your Bridger Financial Team!
Read MoreQuarterly Scam Safeguard | Why Phones Have Become the Leading Vector of Cyberattacks
Why Phones Have Become a Leading Source of Cyberattacks Smartphones have emerged as a prevalent channel for cyberattacks due to their continuous internet connectivity, the vast troves of personal data they carry, and their frequent...
Read MoreReminder: Office Closure
Reminder: Our offices will be closed Monday February 17th in observance of President's Day. Normal office hours will resume on Tuesday February 18th.
Read MoreTeam Bonding: Game Show Experience
We recently tried out the Game Show Experience, and it turned out to be one of the most fun and memorable team bonding activities we’ve done! The event was inspired by popular TV game shows, with a twist! We got to compete in trivia...
Read MoreThe Impact of Political Transitions on the Stock Market
The Impact of Political Transitions on the Stock Market as an investor, should you be concerned about party shifts? As the dust settles in the recent presidential election, you might be eyeing your investment portfolio with a mix of...
Read MoreHappy New Year!
Wishing everyone a safe and Happy New Years! Reminder: we will be closed on News Day January 1st 2025. Regular office hours will resume on Thursday January 2nd 2025.
Read More2024 Bridger Team Holiday Baking Recipes
The Bridger Team has been busy sharing their favorite family holiday recipes, and now it’s your turn to try them out! We hope they bring you as much joy as they do us!
Read MoreFive reasons why working with a CEPA® can be beneficial
Certifications: How important are they? Part 3 in our blog series examines the value of financial certifications, specifically the role of a Certified Exit Planning Advisor. What does a Certified Exit Planning Advisor do? If you’re a...
Read MoreCertifications: How important are they?
Certifications: How important are they? Part 2 in our blog series examines the value of financial certifications, specifically the role of an Accredited Estate Planner. What does an Accredited Estate Planner® do? Estate planning...
Read MoreThe Ingredients of a Successful Financial Legacy
The Ingredients of a Successful Financial Legacy Our most recent newsletter included Melanie's cherished family recipe for the Norwegian dish Lefse. As the holiday season approaches and we prepare to gather with family and friends,...
Read MoreQ3 Market Review 2024
US stocks reach record highs despite a spike in volatility not seen since the COVID pandemic during the quarter. A big rate cut from the Federal Reserve, falling inflation, and optimism around the strength of the US economy also drove a not
Read MoreAre you taking the right steps to help reduce your tax exposure?
With the end of the year quickly approaching, it’s an ideal time to explore ways to reduce your tax exposure for this year — and possibly into the future. Some examples include: Contributing more to your retirement plan accounts...
Read MoreWhy work with a Certified Financial Planner?
Certifications: How important are they?It’s a tricky question. When choosing a financial advisor, the primary consideration should befinding someone you like and trust. However, certifications can serve as a shortcut to trust in aworld...
Read MoreRainy-day Money
When I meet with people, one of the first topics we discuss is "emergency fund" money. I ask a few questions, such as, “Do you have any funds set aside?”, “Where is it located?”, and, most importantly, “What would trigger you to tap...
Read MoreA Financial Product isn't a Financial Plan: Understanding the Difference
A Financial Product isn't a Financial Plan: Understanding the Difference Have you ever bought a treadmill, thinking it would automatically make you fit? Many of us have made similar assumptions about our financial health, believing...
Read MoreSeptember is Life Insurance Awareness Month
Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...
Read MoreUnderstanding the Role of a Fiduciary
Understanding the Role of a Fiduciary Most of us have at least one trusted friend who listens to our goals and dreams, understandsour worries, and gives us honest advice. We believe that person has our best interests at heart.In the...
Read MoreFactoring health care into your retirement strategy.
Most Americans want to age in place and spend their retirement years comfortably. According to Forbes, 77% of people 50 and over said aging in place was their preference. However, statistics show over half of people aged 65 will...
Read More401(k) Millionaires Are on the Rise
As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...
Read More6 Simple Strategies to Help You Enjoy a Debt-Free Summer
Ah, the joys of summer. Whether lounging by the pool, cooling off in the lake, hosting delicious barbecues, soaking in the sun, or spending leisurely time with family and friends...
Read MoreIs Social Security Going to Run Out in Your Lifetime?
We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline's tone is very...
Read MoreInflation Buzzword: “Spaving”
Have you heard of "Spaving"? Click the article to learn more!
Read MoreWeekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback
Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. Stocks Bounce...
Read More2-Minute CIO Update: Investor Inquiries about Interest Rates (April 2024)
Watch a quick video on investor updates on interest rates.
Read MoreLearn more about your Bridger Financial Team!
Curious about what your Bridger Team does for fun? Let's dive in and get to know them better!
Read MoreInvesting in a Presidential Election Year
As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...
Read MoreSECURE Act 2.0 Includes New Provision On Special Needs Trusts
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...
Read MoreThe Psychology of Love and Money
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
Read MoreRules and Regulation Changes That Could Impact Your Finances in 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
Read MoreMajor Tax Changes Looming: Are You Ready?
1/9 Major Tax Changes Looming: Are You Ready? With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025....
Read MoreWhat to Know When Your Child Turns 18
Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...
Read MoreThe Journey Newsletter Q4 2023
Click the link below to open the digital newsletter. Bridger Newsletter Q4 2023
Read MoreMarket Briefs 2023 Q4
For the quarter, global markets were sent lower by rising interest rates and oil prices.Stocks and bonds fell as investors feared a resilient economy would lead to higher interest rates for longer. In US equities, we saw a reversal in...
Read More2023 Recap and 2024 Outlook: Key Events and What May Be in Store
As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...
Read MoreTechnology Guide for Dementia Patients and Their Caregivers
If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....
Read More10 Financial Missteps to Avoid During a Divorce
Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....
Read MorePreparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...
Read More10 Ideas for a Virtual Holiday Party
Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...
Read MoreThe Impact of SECURE 2.0 in 2024 and Beyond
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...
Read MoreA Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...
Read MoreExciting News to Share!
I have some exciting news to share that will be of great benefit to us all. To offer you a greater expansion of capabilities, as well as increase our capacity and availability to provide you with continual client service, we have...
Read MoreTop 10 Questions High Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...
Read MoreJoin Bridger Financial Group at the Pittsburgh Buddy Walk!
Bridger Financial Group is proud to announce our participation in the upcoming 29th Annual Pittsburgh Buddy Walk®. We are thrilled to be supporting such a great cause, and we can't wait to connect with everyone involved. We hope...
Read MoreUnderstanding the September Effect: What It Is and Why It Happens
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...
Read MoreMarket Briefs 2023 Q3
US equities rallied despite recession concerns and persistent challenges. In June, stocks entered a new bull market, up more than 20% from the October 2022 low. US equities were led by a handful of stocks and outperformed international...
Read MoreDon't Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...
Read MoreThe Journey Newsletter Q2 2023
Click the link below to open the digital newsletter. Bridger Newsletter Q2 2023
Read MoreMoney Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...
Read MoreAttention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of Education is calling it the “most...
Read MoreHow the SECURE 2.0 Act Changed 529 Plans
Changes to 529 Plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...
Read MoreHealth Savings Accounts: Pros, Cons, and Retirement Considerations
What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...
Read MoreTop 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...
Read MoreFed Hits the Pause Button with Interest Rates
As widely expected, the Federal Reserve paused its interest rate hiking campaign at its June meeting. The Fed had signaled that it wanted to review financial data coming in on the impact its rate increases had on inflation and the...
Read MoreNavigating the Costs of Senior Care: Tips for Preparing for Long-Term Care
Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...
Read MoreThe Journey Newsletter Q1 2023
Click the link below to open the digital newsletter. Bridger Newsletter Q1 2023
Read MoreLiving Trusts: Understanding the Basics and Key Considerations
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...
Read MoreTrying to Time a Recession?
Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...
Read MoreWhat Factors Have the Greatest Impact on Your Credit Score?
What Factors Have the Greatest Impact on Your Credit Score?BodyFun fact: You probably have dozens of credit scores out there, and each one might be a different number. You’re probably familiar with a credit score, why...
Read MoreImportant Financial Considerations to Make When Remarrying Later in Life
Important Financial Considerations to Make When Remarrying Later in LifeBodyDiscussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in...
Read MoreTop Considerations to Help Adult Children Be Better Prepared As You Age
Top Considerations to Help Adult Children Be Better Prepared As You AgeBodyAs we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from...
Read MoreAbout Our New Team Member!
We are excited to have Melissa Tacka join the Bridger Team this March!Melissa is your Client Support Specialist, bringing our team a rich and diverse skillset. Here's a few questions we asked Melissa, and she was happy to...
Read MoreThe Journey Newsletter Q4 2022
Read the latest newsletter from Q4 2022!
Read MoreSECURE Act 2.0: An Overview
Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0. Learn how your retirement may be affected.
Read MoreThanksgiving Holiday Hours
The Bridger offices will be closed on Thursday, November 24th, and Friday, November 25th in observance of Thanksgiving.Have a wonderful holiday!
Read More5 Estate Considerations for the LGBTQ+ Community
If you’re a member of the LGBTQ+ community, your financial and estate needs may present different challenges from other married and partnered couples.
Read MoreFive Star Wealth Manager in Wall Street Journal
Meet the Bridger Financial Group Award Winners Join us in congratulating Melanie and Damon on their Five Star Wealth Management awards! Five Star Professional joins forces with the Wall Street Journal to share Five Star-designated...
Read More5 Saving Secrets
Are you having a hard time saving money? Many people would like to reduce their spending and increase their savings, but it seems like such a monumental task. Saving money can begin right now; you just need to know a few “secrets".
Read MoreThe Journey Newsletter Q3 2022
Read the latest Bridger newsletter from Q3 2022.
Read MoreLabor Day Office Closure
The Bridger office will be closed on Monday, September 5th in observance of Labor Day. Have a fun and safe holiday.
Read More5 Ways Women use Life Insurance to Meet their Goals
Like most women, you’re wearing more hats than ever, more people are counting on you, and you still have ambitious goals to reach. What if you had one simple tool to help with it all? Women today are making significant...
Read MoreOffice Closure
The Bridger office will be closed on Monday, July 4th in observance of Independence Day. Have a fun and safe holiday!
Read MoreBriger Team Cooking Class
The Bridger team made chocolate lava cakes, rice pilaf and sweet and spicy chicken. It was delicious!
Read MoreComics, Collectibles, and Coping with Calamity
Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are wobblier than Aunt Gertrude’s jello salad. Comic books can sell for millions of...
Read MoreTime in vs Timing the Markets
History tells us that market volatility is a feature of how the market functions and not a bug. While it’s natural to have a reaction to market volatility, it’s also important to understand the potential impact of that reaction as well.
Read MoreYour 1040 tax form is more valuable than you might think
While you may only think about your IRS 1040 tax form once a year, it actually provides a lot of information that can help you with your overall financial strategy.
Read MoreFed Gives Clear Signal About Interest Rates
The Federal Reserve met in mid-January, and clarified its position on monetary policy, providing the clearest hint yet about short-term interest rates. The fed hinted that the first interest rate hit could come as soon as March.
Read MoreKnow your 401(k) options between jobs
If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be wondering, “What should I do with my 401(k)?”
Read MoreHow will inflation impact your retirement?
So what does this mean for you and your retirement strategy? Simply put, the higher the rate of inflation, the less your dollar will buy. For more information on how inflation can impact your retirement, take a look at this flyer.
Read More2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...
Read MoreGridlock in the Supply Chain
While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving...
Read MoreWhy Estate Planning Is Important Today
Plan for tomorrow, today.That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this...
Read MoreFive Ways to Fund a Buy Sell Agreement
When a business has multiple owners, it's vital that you have a mechanism to transfer ownership in case of an adverse event. Without a plan that all parties have agreed upon, it's much easier for personal and legal disputes to crop up...
Read MoreSeptember Is National Life Insurance Awareness Month
It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...
Read MoreA Wall of Worry
Have you ever heard the Wall Street expression, "markets climb a wall of worry?"It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry...
Read MoreOil Prices Hit Six-Year High
On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1This...
Read MoreConducting Your Mid-Year Financial Checkup
With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on...
Read MoreInflation Can Be a Scary Word
Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”The most recent reading on consumer prices put inflation back into the conversation. The...
Read MoreHow COVID-19 Caused a “She-Cession”
Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically...
Read More“Green Shoots” in the Economy
Investors looking for "green shoots" to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It's important to remember that...
Read MoreAre Americans Saving Too Much?
Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits.A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra...
Read MoreThe Shadow of Inflation
I’m sure you’ve heard that the House recently passed the Senate another round of stimulus to try and counteract the economic effects of the COVID-19 pandemic. The new stimulus package could narrow income eligibility to...
Read MoreEconomic Predictions: What Lies Ahead?
It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...
Read MoreHow the Internet Gamed Wall Street’s Short Sellers
You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...
Read MorePersonal Savings Rate
The personal savings rate in the United States, which is the amount of income left after taxes and household spending, has reached some significant milestones.In April, when much of the country stayed home to avoid the COVID-19...
Read More2021 Opens With a Bang
The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule.The markets opened on January 4 and...
Read MoreMarkets & Marriage
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and...
Read MoreCoronavirus Vaccines and the Economy
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1A positive reaction to these vaccines affects every...
Read MoreLong-Term Rates Are Creeping Higher
With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates.The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago, the...
Read MoreElection 2020: Be Confident. Be Bold. Be Patient
It should come as no surprise that the economy is the most crucial issue in the upcoming election.But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months...
Read MoreHome Improvements Trending Higher
Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.1It’s not that big of a surprise since many Americans now find their homes are doing triple...
Read MoreIs Inflation on the Rise?
Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July's consumer prices— excluding food and energy—which rose at the...
Read MoreDon’t Overreact in August
One of my favorite Wall Street quotes is from Mark Twain, who said:“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June,...
Read MoreCARES Act: Will there be a Phase 4?
With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act. More than $3 trillion in stimulus has been pushed into the economy since...
Read MoreMarket Timing and Your Strategy
Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try and...
Read More9 Steps To Healing Your Finances
The COVID-19 virus has Infected a lot more than people. Even if you don't have the virus, chances are it's had some impact on your money and personal finances.
Read More7 FAQs About the 2020 Stimulus Checks
Are you eligible for a stimulus check from the Treasury Department? Here are some of the frequently asked questions (FAQ) many people are asking.
Read MoreCelebrate Your Administrative Professional on April 22!
In honor of Administrative Professionals Day, we'd like to share our list of ideas to celebrate the indispensable people who keep our offices running so that we can focus on growing our businesses.
Read MoreWhat to Know About the COVID-19 Stimulus Bill
The $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefi
Read More90-Day Tax Deadline Delay
In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Treasury, IRS, and Federal Government have announced several changes to tax season deadlines. Here is an overview of what you need to know.
Read MoreNow Open: Our New Online Home!
EXCITING NEWS! The BRAND NEW Bridger Financial Group website has launched! 🚀 We’d love for you to come take a look! Our site features hundreds of videos, articles, and calculators to educate, entertain, and answer your questions...
Read MoreA Message from Bridger Financial Group Regarding Coronavirus
There’s been no shortage of scary things in the news lately. From the images of panicked selling on the stock market floor to press conferences with the World Health Organization officials, it seems like anything could happen...
Read MoreMelanie Colusci is the 21st Century Financial Silver Advisor of the Year!
On Saturday, March 7th our team headed to Akron, OH for the annual 21st Century Financial Awards Celebration! Congratulations to Bridger President Melanie Colusci for winning Silver Advisor of the Year! She also qualified for HTK...
Read MorePenn Mutual Presents Melanie Colusci with the 2019 Rob Holmes Financial Professional of the Year
The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Melanie Colusci, CFP®, AEP®, as the recipient of the 2019 Rob Holmes Financial Professional of the Year Award.
Read MoreMelanie Colusci Recognized as Top Financial Adviser in the U.S. by HTK
Bridger Financial Group, a Pittsburgh, PA-based financial services firm, is pleased to announce that Melanie Colusci has been recognized by broker-dealer and registered investment adviser, Hornor, Townsend & Kent, LLC (HTK), as one of...
Read MoreGet Your Paper Organized!
It was great to see so many of you at the Get Your Paper Organized event at the Sewickley Public Library! Certified Financial Planner™ Melanie Colusci joined forces with Certified Professional Organizer® Sandra Lane to share...
Read MoreBridger Black and Gold Party Aboard the Gateway Clipper
Clients and friends of Bridger Financial group donned their favorite black and gold for the Black and Gold Party aboard the Gateway Clipper. During our 3-hour cruise, guests enjoyed beautiful Pittsburgh views, a tasty dinner, a...
Read MoreBridger Financial Group's first ever Men's Event: Axe Throwing at Lumberjaxes
Thank you to the guys that joined us at Axe Throwing Pittsburgh - LumberjAxes for making our men’s event such a success. The guys enjoyed ditching the age-old meeting for axe throwing, beer drinking and connecting with friends!
Read MoreGet Your Paper Organized in 2018! Featuring Sandra Lane, CPO of Organization Lane, LLC
Melanie Colusci and Certified Professional Organizer Sandra Lane hosted a collaborative event jam-packed with tips and tricks on how to tackle the paper monster that many of us have. Melanie gave an informative presentation on what...
Read MoreGateway Clipper Cruise
Bridger Financial Group hosted a client appreciation event aboard the Gateway Clipper Fleet in downtown Pittsburgh. Clients and their guests spent three hours on the river while enjoying a dinner buffet, drinks and a beautiful evening...
Read More"Dress for Success" Featuring House of Colour & Pittsburgh's Mobile Style Truck
Melanie Colusci and the Bridger Financial Group team hosted a fun event for clients and their friends that featured both Style Truck, Pittsburgh's first mobile boutique, and House of Colour style consultant Julie Shields. Melanie...
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