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Bridging the Gap

Between industry news and personal experience.

Financial Tips for Recent Graduates | Tips from our Advisors about Managing Your Money After Graduating Thumbnail

Financial Tips for Recent Graduates | Tips from our Advisors about Managing Your Money After Graduating

Congratulations, Grad! Now that all your hard work and long study hours are behind you, it’s a great time to start thinking about taking control of your finances. Whether you are starting to pay rent on an apartment in a new city or are planning to start repaying your student loans, you should start tracking your finances and understand how to maximize them. Keep reading to discover tips and tricks to help you as you enter the “real world” and start your journey toward financial independence.

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May is Small Business Month | Retirement Plan Options for Small Business Owners Thumbnail

May is Small Business Month | Retirement Plan Options for Small Business Owners

As a small business owner, you know that your employees are the bread and butter of your company. Being able to offer them their own retirement plans will not only help increase retention rates but also attract top candidates to work for you. This is why it is key to do research on different plans and choose the best one for your employees, your business, and you.

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America Saves Week 2024 | Five Tips from our Financial Advisors Thumbnail

America Saves Week 2024 | Five Tips from our Financial Advisors

Every April since 2007, one week is dedicated to motivating Americans to take control over their future, their finances and educate them on the power of saving money. This year’s theme for the week is “Saving for What Matters Most” and each day of the week focuses on a different saving related topic.

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An Introduction to Social Security Benefits | Information from our Advisors Thumbnail

An Introduction to Social Security Benefits | Information from our Advisors

For many Americans, Social Security is a vital component of their retirement plan. Because it may be paramount to your ability to retire, having a good grasp on how it works, how it’s taxed, and when to claim is very important. We will briefly discuss the history of Social Security and how it works today, how claiming at different ages impacts your benefits, and some tax implications.

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The Potential Tax Benefits (or Drawbacks) of Form 83(b) | By Reagan A. Hamilton, ChFC® Thumbnail

The Potential Tax Benefits (or Drawbacks) of Form 83(b) | By Reagan A. Hamilton, ChFC®

Form 83(b) is an optional form filed with the IRS that allows you to claim the taxable income of restricted stock on the grant date, rather than the vesting date. In some circumstances, this can be a significant tax savings, allowing you to achieve capital gains tax rates on all the appreciation, instead of only the appreciation amount after the vesting schedule requirement has been met.

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