Bridge Street Wealth Strategies

06/08/2026

For many recent graduates, summer means a first apartment, a new job, and a long list of responsibilities that may be completely new.

The checklist for a new renter is long, including signing a lease, setting up utilities, and furnishing a new space. Renter's insurance is easy to overlook.

But what many renters don't realize is that a landlord's insurance policy doesn't protect their personal belongings or provide liability coverage if something unexpected happens.

Before settling into your new place, take a few minutes to learn what renter's insurance covers and how it can help protect your financial future.

Read it here: https://www.bridgestreetwealth.com/resource-center/insurance/an-overview-of-renters-insurance

06/04/2026

I often remind clients that meaningful financial progress doesn't always come from major changes. Sometimes it starts with taking a step back and being more intentional about your day-to-day decisions.

One exercise I like is a 30-day financial reset.

For just one month, try pausing impulse purchases. Review subscriptions you may no longer use, cook at home a little more often, and revisit the financial goals you set at the beginning of the year.

The goal isn't to deprive yourself, but to create awareness. You may be surprised by how much clarity you gain when you slow down and take a closer look at where your money is going.

05/25/2026

Memorial Day is an important reminder that freedom comes at a cost paid by brave men and women who served our country and never made it home.

Today is about remembering their sacrifice, honoring their families, and taking a moment to reflect on the privileges we often take for granted.

05/22/2026

We asked Bridge Street Wealth Strategies Executive Assistant Martha Castanon what financial well-being looks like to her. Here's what she had to say:

"For me, it’s peace of mind. It’s knowing my bills are covered, my family is taken care of, and I’m still making progress toward the future. It’s also having the flexibility to enjoy life, whether that’s spending time with my kids or creating memories without constant stress about money. After years of being a single mom, it means knowing my family is secure, having a plan in place, and still being able to enjoy the little moments that matter most."

What does financial well-being look like to you?

05/19/2026

Financial scams targeting older adults have become more sophisticated, more convincing, and unfortunately, more common.

One thing I often remind people is that scammers are very good at creating urgency and emotion. They want people to react quickly before they have time to stop, think, and verify.

The National Council on Aging shared an article outlining five of the most common scams targeting older adults today, along with warning signs families should know about.

I think it's worth a read to stay up to date on the latest scams targeting seniors.

Financial targeting seniors often go unreported or can be difficult to prosecute. Find out how you can stop scams targeting .

05/14/2026

Does your business have a succession strategy?

Whether you plan to sell, transition leadership, or keep the business in the family, a thoughtful succession strategy could help protect what you’ve built.

Schedule a succession planning conversation to discuss a strategy that may support your long-term business goals: https://www.bridgestreetwealth.com/request-a-meeting

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Bridge Street Wealth Strategies in Owatonna, MN, helps with retirement planning, Principal 401(k)s, estate planning, and employee benefits for every life stage.

05/13/2026

Thank you to the Owatonna Area Chamber of Commerce and Tourism and the Young Professionals of Owatonna group for inviting me to speak about financial literacy.

It's great to see such an engaged group of emerging leaders who are investing in their futures.

Also, a shoutout to the Chamber for the work they do to bring young professionals together in the Owatonna area. Creating opportunities to connect, learn, and grow professionally benefits the whole community.

05/11/2026

Had the opportunity recently to attend the PFN Leaders Conference in California. It was a great experience hearing insights from the Principal Financial executive leadership team, connecting with industry partners, and discussing the evolving financial landscape with peers from across the country.

I’m always grateful for opportunities to continue learning, strengthen relationships, and bring new perspectives back to the clients and communities we serve.

As an added bonus, I was able to enjoy some time in California with my wife and reconnect with a childhood friend while we were in town!

Jessica Stamp

05/10/2026

Happy Mother’s Day to all the moms who keep us moving forward.

You are planners, problem-solvers, chauffeurs, counselors, schedulers, and probably the reason most families know where anything is. 😉

Hope you get a little time to relax today. You’ve earned it. 💐🙌🩷