Stonebridge Wealth Strategies

04/01/2022

Are you planning to retire around the same time as your partner? Whether your timing is the same or a little different from each other, let’s discuss a plan for achieving the most out of either situation. Here are some things to consider as we develop a strategy.

Retiring can be complex, even at the best of times. When couples stagger their retirement dates, there can be further challenges — and benefits. While the traditional assumption has been that couples will finish their working lives together and start enjoying all the activities they've been dreami...

11/30/2021

As historically low interest rates continue, many homeowners are still interested in refinancing their mortgages to lower their payments. Before you refinance, understand what the process can cost you and make sure it makes sense for you.

Refinancing your mortgage can save you hundreds each month, but it's important to consider all the costs involved—and whether it will actually save

11/16/2021

It is always fun to share the most up-to-date figures on this. I am not sure what is more astounding: the 216 individuals who are already 100 years old or the 118 that are soon-to-be!

10/19/2021

An interesting article I came across with a different take on "retirement planning" and our social portfolio.

4 Questions About Retirement Planning, Real Social Security, and Social Media

06/18/2021

As we celebrate Juneteenth and the significance of Freedom Day, let’s also recognize that the fight for equality continues. We are passionate about achieving change by coming together, understanding and supporting one another. Through allyship and advocacy, we can help create a more fair and just society. We are strongest and most successful when we embrace diversity and inclusivity.

05/03/2021

We can't say enough for the sacrifices you've made over the past year. Thank you! https://eqtble.co/2QhKq7i

04/15/2021

If the pandemic has taught us anything, it's the importance of emergency savings. Learn 10 reasons why building a nest egg can help you better navigate unexpected circumstances.

The pandemic has shown us all that life can change in the blink of an eye. One day you can be employed, and the next you can lose your job through no fault of your own. This crisis is a salient reminder of why saving money is important. If you have a financial cushion, you'll be able to weather chal...

01/19/2021

More than 50 years after Martin Luther King Jr.’s death, his dream for racial equality is something we’re still striving for in our society. Today, we celebrate his remarkable contributions to achieving the greater good and honor his legacy by continuing to champion justice and fairness for all.