Bridge Street Wealth Strategies

10/16/2026

With many companies in or nearing open enrollment season, Geoff hit the road this week to connect with organizations looking to invest in employee financial literacy.

Please reach out if you'd like to learn about our employee financial literacy programs and how we help organizations empower their employees with financial education.

10/15/2026

📅 Medicare Open Enrollment begins today!

If you're already enrolled in Medicare, this is your annual opportunity to review your coverage and determine whether changes make sense for the coming year.

Even if you're happy with your current plan, it's worth taking another look. Premiums, prescription drug coverage, provider networks, and out-of-pocket costs can change from year to year.

Healthcare expenses are an important part of your financial plan, and understanding your coverage can help you budget more confidently.

Medicare Open Enrollment runs October 15 through December 7.
Visit Medicare.gov to compare your options.

10/08/2026

The calendar says October, but December 31st will be here before we know it!

The final quarter of the year is a chance to review your financial strategy and make adjustments while you still have time.

Retirement contributions, required minimum distributions, tax considerations, and charitable giving, are all worth revisiting before the end of the year.

Take a few minutes to review to stay on track toward your long-term financial goals.

09/30/2026

Last night was part two of our Client Appreciation Event. It was great to welcome and thank our clients for their continued trust and to recognize the relationships we have built over the months and years!

Two partners joined us last night to speak on ‘How to Maximize Medicare and Social Security Benefits.’ I'd like to thank JT Miller of and Derick Harris of for partnering with us on this educational event.

We hope our clients found the information helpful and can apply what they learned to make more informed decisions about their future financial needs.

Thank you for two fun nights of connecting and celebrating YOU, our clients! 🥳

09/25/2026

Had a fun night thanking our clients during our Annual Client Appreciation Event (Part 1)! We are blessed to help our clients through their life-changing events and thankful for the relationships we've built over the years.

If you didn't make it last night - Part 2 is on Tuesday night (9/29) at 5:00 p.m. at Mineral Springs Brewery. For that event, we'll welcome two guest speakers to discuss how to maximize Medicare and Social Security benefits. You can still RSVP if you haven't yet. Reach out to our office or email Martha at [email protected]

09/21/2026

Here’s a question you may not have thought about lately:

If you couldn’t manage your family’s finances anymore, would someone else know what to do?

In my experience, one family member often becomes what I call the CFFO (Chief Family Finance Officer). 🙃 This person pays the bills, talks to the financial advisor, tracks insurance, and knows where all the important paperwork lives.

Is that person you? ✋

If your family has only one CFFO, consider running an annual financial “fire drill” with your spouse, kids, or someone else you trust. Show them where important documents are kept, who they should call, and what they need to know to keep things moving should anything happen to you.

It’s one of those conversations we tend to put off. But an hour spent talking about it today could make a difficult day down the road a little easier for the ones you love.

09/17/2026

We're all used to watching prices change when booking a flight or hotel room. What if prices could change just as easily at the grocery store?

Walmart and other retailers are starting to use digital price tags, letting them update prices electronically instead of manually replacing paper tags one by one. I can see how the technology can make stores more efficient, but what does it mean for how quickly or how often prices could change?

As someone who pays attention to the ways technology affects our financial lives, I think this is an interesting trend to watch. Another good reason that we need to stay diligent and remember to compare costs, check unit prices, and follow a planned budget.

Would digital price tags change the way you shop?

Walmart is replacing paper price tags with digital ones. Here’s what it could mean for shoppers.

09/04/2026

It's Life Insurance Awareness Month!

LIMRA’s 2026 Insurance Barometer Study shows that reported life insurance ownership varies across generations and demographic groups. Gen X leads the generations at 58%, while Gen Z adults report the lowest ownership at 43%.

The numbers remind us that life insurance needs can look different at every age and stage of life. Whether you’re starting a career, raising a family, paying a mortgage, or preparing for retirement, it may be worth asking: Do I have the right coverage for where I am today?

Source: LIMRA’s 2026 Insurance Barometer Study.

09/02/2026

With childcare ending after the county fair, Jess had the great idea to fill some of our extra time with volunteering. It was probably a better use of a day than letting the girls run wild through the neighborhood or rack up a little too much screen time while Mom and Dad tried to work!

Our family spent some time volunteering at Community Pathways in Owatonna yesterday, sorting donations and hanging clothes. Were there a few annoyed children along the way? Absolutely. 😂 But Jess and I are hoping experiences like this help plant the seeds of something important: giving back, helping others, and being part of your community.

Community Pathways provides food, clothing, and household items to individuals and families in our community who need a little extra help. It was amazing to see how many donations came through the doors just during the time we were there. We’re fortunate to live in a community where so many people are willing to give.

And a big shoutout to the regular volunteers and leadership at Community Pathways. They were incredibly welcoming and helpful as they put our family to work!

08/24/2026

Family fun at the Steele County Free Fair!

My family attended our first rodeo, and it won’t be our last. We made lots of family memories at the SCFF, thanks to the staff, vendors, and volunteers who worked all year to put on a great event!

Jessica Stamp