Bridge Wealth Management

Bridge Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

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Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Retirement Planning Is Ultimately About Confidence Retirement isn't just a financial milestone. It's a life transition. ...
08/31/2026

Retirement Planning Is Ultimately About Confidence

Retirement isn't just a financial milestone.

It's a life transition.

The goal isn't simply reaching a specific net worth.

The goal is to have confidence that your assets, income sources, and planning strategies align with the future you envision.

The best retirement plans help provide clarity, flexibility, and peace of mind.

What does a successful retirement look like for you?

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The Legacy Question Every Entrepreneur Should Ask Most entrepreneurs spend years building something meaningful. The next...
08/26/2026

The Legacy Question Every Entrepreneur Should Ask

Most entrepreneurs spend years building something meaningful.

The next question is:

What impact do you want your wealth to have beyond your lifetime?

Legacy planning may include:

• Family wealth transfer • Trust strategies • Charitable giving • Business transition planning

A thoughtful legacy strategy can help align your wealth with your values.

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What Happens to Your Business When You Retire? Many business owners spend decades building value. Fewer spend enough tim...
08/24/2026

What Happens to Your Business When You Retire?

Many business owners spend decades building value.

Fewer spend enough time planning the transition.

Questions worth considering:

• Who will take over the business? • Is there a succession plan? • How will ownership transfer? • How will retirement income be funded?

Retirement planning and succession planning should work together.

A successful transition often begins years before retirement.

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Wealth Preservation Becomes More Important as Retirement Approaches During your accumulation years, the focus may be gro...
08/21/2026

Wealth Preservation Becomes More Important as Retirement Approaches

During your accumulation years, the focus may be growth.

As retirement approaches, preserving wealth can become equally important.

A comprehensive strategy often considers:

✔️ Asset allocation ✔️ Risk management ✔️ Diversification ✔️ Tax-efficient withdrawals ✔️ Income sustainability

Retirement planning isn't simply about reaching a number.

It's about protecting the wealth you've built.

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The Biggest Retirement Risk May Not Be Market Volatility Many investors focus on market risk. But retirement planning al...
08/19/2026

The Biggest Retirement Risk May Not Be Market Volatility

Many investors focus on market risk.

But retirement planning also involves:

• Longevity risk • Inflation risk • Healthcare costs • Tax risk • Business transition risk

A well-rounded strategy addresses risks that can impact your financial future over decades.

Retirement planning is risk management in action.

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Retirement Planning Isn't About Age. It's About Options. Many entrepreneurs delay retirement planning because retirement...
08/17/2026

Retirement Planning Isn't About Age. It's About Options.

Many entrepreneurs delay retirement planning because retirement feels distant.

But retirement planning isn't about stopping work.

It's about creating options.

Options to: ✔️ Sell your business on your timeline ✔️ Spend more time with family ✔️ Pursue philanthropic passions ✔️ Transition into advisory roles ✔️ Travel and enjoy financial independence

The earlier you begin strategic planning, the more flexibility you may create for the future.

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Where Will Your Retirement Income Come From? Retirement income for business owners often comes from multiple sources. Th...
08/14/2026

Where Will Your Retirement Income Come From?

Retirement income for business owners often comes from multiple sources.

These may include:

• Business sale proceeds • Investment income • 401(k) withdrawals • IRA distributions • Annuities • Social Security benefits

The challenge is not simply accumulating assets.

The challenge is transforming those assets into sustainable income that can support your lifestyle throughout retirement.

A retirement income strategy deserves as much attention as a wealth accumulation strategy.

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Are You Maximizing Tax-Advantaged Retirement Savings? High-income business owners often focus on growing revenue but may...
08/11/2026

Are You Maximizing Tax-Advantaged Retirement Savings?

High-income business owners often focus on growing revenue but may overlook opportunities to maximize retirement savings.

Retirement vehicles such as:

• 401(k) Plans
• SEP IRAs
• Roth IRAs (where eligible)
• Defined Benefit Plans

can provide valuable tax advantages while helping build long-term wealth.

The right strategy depends on your income, business structure, and retirement goals.

The question isn't whether you're saving enough. It's whether your savings strategy is working as efficiently as possible.

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08/07/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.

Address

60 State Street, Ste 2100
Boston, MA
02109

Telephone

+16179123146

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