Bridge Wealth Management

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Running a business means making decisions today that can shape your future tomorrow. Take a moment this month to reflect on the financial strategies that matter most to your goals. Whether it's tax planning, legacy planning, retirement readiness, business exit planning, or wealth preservation, the right knowledge can help turn uncertainty into confidence.

What financial topic would you like to understand better as a business owner?

https://bit.ly/4dzWRTo

10/09/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/05/2026

The greatest financial risk isn't always making the wrong decision. Sometimes, it's waiting too long to make the right one.

Many business owners dedicate their time and energy to growing their companies, yet important personal financial decisions often get pushed to "later."

Whether it's wealth planning, tax strategy, risk management, succession planning, or preparing for an eventual exit, delays can lead to missed opportunities and fewer options down the road.

A strong financial strategy isn't built in a single meeting. It's built through regular reviews, thoughtful adjustments, and decisions made before they become urgent.

What financial decision have you been putting off that deserves attention today?
https://bit.ly/3UduVhr

10/02/2026

Many business owners view exit planning as something to address a few years before selling.

In reality, the most successful exits are often the result of years of preparation.

Key areas that deserve early attention: 📈 Business valuation
👥 Leadership succession
⚙️ Operational systems and processes
🎯 Personal goals after the transition

An exit strategy is about more than selling a business. It's about maximizing value, ensuring continuity, and aligning the transition with your long-term financial objectives.

Because when the time comes to exit, preparation can significantly impact both business outcomes and personal wealth.

If you planned to exit your business tomorrow, how prepared would you be?
https://bit.ly/4zeMSLy

09/30/2026

Diversification isn't just about investments.

It's also about taxes.

Many investors diversify across stocks, bonds, and real estate, yet overlook how their assets may be taxed in the future.

💡 Tax diversification can help create flexibility during retirement, major life transitions, or liquidity events.

A well-diversified portfolio considers both investment risk and future tax exposure.

Do you know how diversified your future tax liabilities are?
https://bit.ly/4ynILfT

09/28/2026

Tax season shouldn't be the first time you think about taxes.

For business owners, some of the best planning opportunities happen throughout the year, not just when returns are due.

💡 Small adjustments in income timing, cash flow planning, entity structure, and future event planning can make a meaningful difference.

The goal isn't just to file taxes. It's to make informed financial decisions year-round.

Do you view tax planning as an annual task or an ongoing strategy?
https://bit.ly/4xKRzvh

09/25/2026

A daughter is a little girl who grows up to be your greatest blessing. 💕
Happy Daughter’s Day! 🌸✨

09/23/2026

Business metrics tell you how your company is performing.

Personal financial metrics tell you how you are performing.

Keep an eye on:
📌 Net Worth
📌 Liquidity Ratio
📌 Savings Rate
📌 Debt-to-Asset Ratio
📌 Cash Reserves

The clearer your personal financial picture, the better positioned you'll be to make confident decisions for both your family and your business.

💭 Which metric do you think is the most important?
https://bit.ly/3TibwLY

09/21/2026

Debt isn't always the problem.

Using the wrong debt for the wrong purpose is.

📈 Good debt can support growth and wealth creation. 📉 Risky debt can reduce flexibility and increase financial stress.

The key question:

Is this debt helping build future financial capacity, or creating future financial strain?

Understanding the difference can lead to better business and personal financial decisions.

💭 What's your perspective on debt: opportunity or risk?
https://bit.ly/4cYaw6i