WiseBridge Wealth Management

09/02/2026

For many young people today, the prospect of buying a home can seem out of reach.

08/31/2026

If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable compensation for the year of the contribution. Such an IRA is commonly referred to as a spousal IRA. A spousal IRA is not, however, a special...

08/26/2026

Geopolitical tensions, airport disruptions, rising airfare costs, and long TSA lines have made traveling in 2026 more complicated. Some keys to a safe and successful trip are to stay informed, plan ahead, and remain flexible.

08/25/2026

Is retirement circled on your calendar, or actually mapped out?

A date on the calendar isn't a strategy.

The families who feel most confident heading into retirement are the ones who built a customized blueprint long before their last day of work, one that covers income, healthcare, and the life they actually want to live.

Let's start drafting yours.

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

Find simple, visible strategies and solutions at WiseBridge Wealth Management. We are a devoted resource for investing, risk management, and retirement planning.

08/24/2026

See how the markets performed in April 2026 and year-to-date.

08/19/2026

Aging is a journey, and it may help to consider the perspective of those who are further along the path.

08/17/2026

Congratulations to Corey Palakovic for successfully completing the Sidney-Shelby County Chamber of Commerce Leadership Program!

08/17/2026

See key market data for the week ending May 1, 2026.

08/12/2026

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and work-based retirement plans after you reach age 73 (75 for those who reach age 73 after December 31, 2032;....

08/11/2026

WiseBridge is excited to once again be a Pacesetter for the upcoming United Way Campaign! This allows the Campaign to start off on a positive foot!

Love supporting our community!