WealthBridge Financial

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life. Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Required minimum distribution (RMD) is the minimum amount you must withdraw from a retirement account to satisfy federal tax rules. #RMD #RequiredMinimumDistribution #IRS #Tax

Approaching the 60th U.S. presidential election, @CeteraIM cuts through the fog of polarization to offer independent market and economic research. The team's latest commentary discusses expectations during this election and the next administration. Read more: https://lnkd.in/gRJu6KZ2

The bond market's yield curve has briefly normalized, reversing a key recession indicator. This shift marks a change from recent trends, but its implications aren't straightforward. Historically, normalization can precede economic changes. Coupled with a decrease in job openings, this could influence future Fed decisions. However, it's crucial to remember that no single indicator tells the whole story. Key takeaway: This change is significant but doesn't guarantee economic direction. Multiple factors still influence market conditions, underscoring the importance of comprehensive analysis. ?? Economic indicators are complex. When evaluating financial trends, always consider the bigger picture. #EconomicTrends #YieldCurve Source: https://lnkd.in/gKEWT9-8

Learning can start early. Here are a few smart money management tips to teach the next generation.

Seasons change, people change, and lifestyles change. When is the last time you made the change to further your career? If you've been thinking about making the switch, I’m open to a conversation!

Getting ready to sell your business and fully retire? Start the process with a succession plan. #sellingbusiness #retirement #retirementplanning #money #makemoney #financialplanning #retirementplans #retirementstrategy

Happy Labor Day! ??? Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day. To the builders, creators, and doers: Happy Labor Day! #LaborDay #Community #RelaxAndRecharge

Do you own a vacation home? Leaving it to family members is one way to pass on wealth as well as family memories and traditions. #estateplanning #family #property

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life. Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.