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Views From the Bridge - Blog

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

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

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

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Investment Changes Summary

Matt Gazaway, CFP and Greg Dillard

4th Quarter 2018 Investment Changes

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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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   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

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

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

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?

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

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?

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

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

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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