WiseBridge Wealth Management

10/15/2026

🚨🚨🚨 UPDATE!

Our office email is back up and running as of this post. We ask that anyone who sent us an email on Monday through last night (Wednesday) to resend those at your convenience! We are going to work through replies and strongly encourage continued calling or texting through our office line at 937-518-1776!

Appreciate the confidence and patience through this outage!

10/14/2026

A quick update for our clients and friends: our email, website, and a few other internal systems are still temporarily unavailable while we work through a technical issue. Our team is in the office and working as usual, and your accounts are not affected.

If you need to reach us, you can call or text us at. (937) 518-1776. We'll keep you updated here once everything is back up.

Thank you for your patience!

10/14/2026

What's one financial goal you're working toward this year?

Whether it's retirement, paying down debt, or just building a stronger safety net, we'd love to hear what's on your mind.

Drop it in the comments, or reach out to talk it through directly.

✉️ [email protected]
📍 411 West Russell Road, Sidney, OH 45365
📞 937-518-1776
🌐 www.wisebridgewealth.com

In accordance with US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors.

10/14/2026

Will your Roth 401(k) account distribution be tax-free? Make sure you understand the five-year rule.

10/13/2026

Our email and website is currently down as part of a system wide outage for Money Concepts. If you need to reach us today, please call the office at 937-518-1776. We will respond to emails and any missed items as soon as possible!

10/12/2026

If you invest in stock through your employer retirement plan, you should understand net unrealized appreciation.

10/07/2026

Meet the next chapter of WiseBridge Wealth Management: Aaron Watkins.

Aaron has been part of the WiseBridge team since its inception, working closely with clients and preparing to carry forward the same values the firm was built on.

As Cindy Helman moves toward retirement, Aaron is ready to continue supporting clients through every stage of their financial plan.

Reach out to learn more about what this means for you.

✉️ [email protected]
📍 411 West Russell Road, Sidney, OH 45365
📞 937-518-1776
🌐 www.wisebridgewealth.com

10/07/2026

We look at changes made by the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, the American Taxpayer Relief Act of 2012, and the the One Big Beautiful Bill Act (OBBBA)of 2025.

10/05/2026

There are a few exceptions to the 10% penalty on IRA withdrawals.

10/01/2026

WiseBridge got a parking lot refresh over the weekend! Looks brand new again! Thank you to B-Sealed for the excellent work.