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Economic Insight - June 2020

Economic Insight - June 2020

The recent strength of the financial markets appears to be looking beyond continued economic weakness. Much of the economic news has been dismal, and there may be more bad news ahead, but economic data is backward-looking. It's important to remember that the stock market looks forward. 

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Five Smart Financial Moves When Furloughed

Five Smart Financial Moves When Furloughed

If you have been downsized or furloughed in the global pandemic, you're not alone. Sadly, over 40 million Americans are in the same boat. Thankfully, you can take immediate action to improve your financial situation with these 5 steps.

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Rainy Day Projects: Estate Planning

Rainy Day Projects: Estate Planning

As you're working on your rainy day projects, take time to work on what you've been putting off. Here's important questions to ask yourself as you review your estate planning documents. 

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April 2020 Portfolio Updates

April 2020 Portfolio Updates

As you know and are experiencing, we are living in unprecedented times due to the COVID-19 crisis, both in our country and around the globe. As a result, we have made a few small shifts in portfolios, which you can read about here.

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COVID-19 Front Line Worker Benefits

COVID-19 Front Line Worker Benefits

We’ve compiled a list of benefits being offered to front line workers in hopes that you can feel the love and support from our community.

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April 15, 2020: Updates on Markets, Stimulus, and the Economy

April 15, 2020: Updates on Markets, Stimulus, and the Economy

Read a brief update on the CARES Act, economic impact, and statements and investment positioning. 

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The Coronavirus Aid, Relief, and Economic Security Act

The Coronavirus Aid, Relief, and Economic Security Act

Read a brief summary of the Coronavirus Aid, Relief, and Economic Security ("CARES") Act as it relates to many of our clients. There are two major areas covered: Individual and Small Business assistance.

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What We're Doing - March 26, 2020

What We're Doing - March 26, 2020

Through this pandemic, we remain steadfast in providing personalized financial planning that's focused on facts and projections for your unique needs and situation.

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Market Update - Friday, March 13, 2020

Market Update - Friday, March 13, 2020

Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. 

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SECURE Act Changes for 2020

SECURE Act Changes for 2020

The SECURE Act became effective January 1, 2020, ushering in significant changes to retirement account rules.  Here are some of the more impactful changes as we see it:

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Navigating Medicare

Navigating Medicare

Navigating Medicare has been identified as one of the biggest stressors our clients face as they prepare for retirement. We’ve heard time and time again that the process can be confusing, and as they near their enrollment window, oh do the salesmen come knocking! So, what can you do? Find a trusted advocate to walk you through the process.

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Investment Changes Summary

Investment Changes Summary

Matt Gazaway, CFP and Greg Dillard

August 2019 Investment Changes

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Spring Cleaning: De-Cluttering Your Home in Retirement

Spring Cleaning: De-Cluttering Your Home in Retirement

We long for tidy living spaces. From a practical standpoint, it’s easier to find stuff and we don’t trip over things. It’s visually appealing (which is why realtors stage houses to create an environment everyone wants). There’s also a psychological advantage to tidying up. A visually clean environment has been proven to improve your ability to focus.

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Aging Mastery Program Blog

Aging Mastery Program Blog

Updates and takeaways from on ongoing Aging Mastery Workshops, in partnership with Johnson County Parks and Recreation. 

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Investment Changes Summary

Investment Changes Summary

Matt Gazaway, CFP and Greg Dillard

4th Quarter 2018 Investment Changes

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Are You Prepared?

Are You Prepared?

Steph Whitehill

Emergency preparedness is not something many people talk about. Maybe because the term can evoke fear. Possibly because you don’t want to be labeled as a “prepper”. Regardless of your connotation to the topic, being prepared for emergencies is essential in today’s society.

September was National Preparedness Month, so to bring light to the topic, Bob Harris from Game Plan Experts spoke at our recent client luncheon.

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<i>♪</i><i> &#160;&#160;&#160;P-R-O-B-A-T-E, find out what it means to me&#160;&#160; </i><i>♪&#160; </i>

   P-R-O-B-A-T-E, find out what it means to me   ♪ 

Greg Dillard

Rest in peace Aretha Franklin, who died last month at the age of 76. What a voice and what a career, both as an artist and a cultural icon. Along with 18 Grammy’s and 20 number-one R&B singles, the Queen of Soul shockingly left behind an estate with no will or trust.

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Celebrating the Meaning of Independence Day

Celebrating the Meaning of Independence Day

Matt Gazaway, CFP

"The second day of July, 1776, will be the most memorable epoch in the history of America.  I am apt to believe that it will be celebrated by succeeding generations as the great anniversary festival.  It ought to be commemorated as the day of deliverance, by solemn acts of devotion to God Almighty.  It ought to be solemnized with pomp and parade, with shows, games, sports, guns, bells, bonfires, and illuminations, from one end of this continent to the other, from this time forward forever more."

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Trading Wealth for Health

Trading Wealth for Health

Greg Dillard

How much of your life savings would you give up in exchange for an extra decade of healthy life? 10 percent?  20 percent? I was a bit surprised by the answers from a survey of wealthy investors, who stated they would trade a third (some up to half) of their wealth to add healthy years of life.

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Investment Changes Summary

Investment Changes Summary

Matt Gazaway, CFP and Greg Dillard

2nd Quarter 2018 Investment Changes

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What's the Point of Retirement if You Can't Enjoy it?

What's the Point of Retirement if You Can't Enjoy it?

Greg Dillard

Before reading this, I need you to practice something for me. Start by sitting up straight. Take a deep breath in. Exhale. Now put your hand on your stomach and try to expand your belly first while you pull all the air in, then exhale, clearing all the air out of your lungs. Make your next breath longer than the last.

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Looking Back, Moving Ahead: BridgeQuest's First Anniversary

Looking Back, Moving Ahead: BridgeQuest's First Anniversary

Matt Gazaway, CFP

One year ago we declared independence, launching BridgeQuest on the principle that people deserve financial solutions tailored to their life goals, not investment company interests. Looking back on our first anniversary, we believe even more firmly in our approach.

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Downsizing Your Home - Is It a Good Idea?

Downsizing Your Home - Is It a Good Idea?

Matt Gazaway, CFP

BridgeQuest Wealth Strategies recently hosted a 502 Breakfast (bring $5.00 for breakfast, and give your two cents… get it?) focused on the topic of downsizing. The concept is derived from our belief that people nearing major transition points need others to share a meal with and discuss relevant life stage topics. Together, over coffee and great food, we discussed the benefits and challenges associated with downsizing. 

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How Creative Giving Changes Lives... Including Your Own

How Creative Giving Changes Lives... Including Your Own

Greg Dillard

“To whom much is given, much is expected.” Sheryl Maguire used this biblical adage recently to reflect on a life of comforts, many take for granted. It also summed up perfectly how she and her husband John ended up creating a new school for girls half a world away.  

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Thriving in Retirement: Personal Perspectives with a Side of Bacon

Thriving in Retirement: Personal Perspectives with a Side of Bacon

Matt Gazaway, CFP

How do you feel about the word RETIRE? I’ve always had a love/hate relationship with it myself.

For some, it’s the ultimate dream to be free of work. Many others view it more like one client of ours, who described it so bluntly as “one step closer to getting the Old Yeller treatment.” Even old Webster went morose in his definitions, talking about withdrawing from active life or removing oneself. 

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