Resources

In an effort to fulfill our mission of educating all on the benefits of a healthy financial lifestyle, we offer our insights and resources. Our ‘Vestbridge Weekly Update’ is published weekly and provides critical insight into current events.

As a trusted voice in the industry, we also offer some of our published Guides free to the public, and we offer other materials also listed below.

  1. Vestbridge Weekly Update

    On an individual level, the inflation rate affects how much your retirement dollars will be worth. Over time, inflation can devalue your savings and income.

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  2. Vestbridge Launches New Website

    Vestbridge is a privately owned, independent investment firm based on many years of advisory experience. Simply put, “Vestbridge” refers to a strategic plan utilizing smart, personalized investment management as a bridge to financial freedom.

    Our founder, Sean Hanlon, has four decades of helping individuals and families with their retirement and wealth-management needs. He learned that clients need solutions that go well beyond what most financial services companies offer. He founded Vestbridge on the belief that there’s a better way.

    Today, Vestbridge helps clients build smart, personalized investment plans based on their values, goals, and stage in life. More broadly, we strive to help all investors gain a greater understanding of the complex factors that impact their financial situation.

    Read More

  3. Vestbridge Introduction Guide

    Building your bridge to financial freedom starts now…

    Vestbridge is a privately owned, independent investment firm based on many years of advisory experience. Simply put, “Vestbridge” refers to a strategic plan utilizing smart, personalized investment management as a bridge to financial freedom.

    Our founder, Sean Hanlon, has four decades of helping individuals and families with their retirement and wealth-management needs. He learned that clients need solutions that go well beyond what most financial services companies offer. He founded Vestbridge on the belief that there’s a better way.

    Today, Vestbridge helps clients build smart, personalized investment plans based on their values, goals, and stage in life. More broadly, we strive to help all investors gain a greater understanding of the complex factors that impact their financial situation.

    Read More

  4. Your Smart, Personalized 401(k) and IRA Tips

    Education is a cornerstone of Vestbridge’s mission to help all investors protect and grow their wealth. Therefore, we created this smart, personalized guide to answer questions you may have about two popular investment tools: 401(k)s and IRAs.

    First, we’ll start by sharing 8 common reasons why 401(k)s and IRAs fail even for savvy investors. Then, we’ll provide 9 tips to achieve risk adjusted performance. Let’s jump right in.

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  5. Your Smart, Personalized Retirement Guide

    What MORE will you accomplish over the next 10, 20, 30, 40 or 50 years?

    You’ve worked hard your whole life to set yourself up nicely for retirement. And you probably have some big ideas for what you want to accomplish…

    For example, do you want to be in the position to buy a vacation home? Or do you hope to travel the world? Maybe you’d like to set up a college fund for your children or grandchildren? Or maybe you want to give to a cause close to your heart?

    The possibilities for how you can fill your days in retirement are endless.

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  6. Your 7-Step Retirement Plan

    Plan for tomorrow, so you can fully enjoy today

    As someone with considerable savings, you’ve worked hard your whole life to build a sizeable nest egg for you and your family. And you probably have some big ideas for what you want to accomplish in the second half of your life…

    For example, do you want to be in the position to buy a vacation home? Or do you hope to travel the world? Maybe you’d like to set up a college fund for your children or grandchildren? Or maybe you want to give to a cause close to your heart?

    But here’s the challenge…

    What you choose to do TODAY with your assets will strongly determine how many of these goals you can realistically achieve. And frankly, as an investor with significant savings, you can’t expect that a traditional savings plan can get you there.

    And that’s where Vestbridge comes in…

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  7. 10 Smart Investing Principles

    At Vestbridge, we have many years of combined experience helping investors with significant savings achieve risk adjusted results in the stock market. And we’ve learned a thing or two along the way about how to:

    • Manage your taxes with “Direct Indexing”

    • Capitalize on global markets

    • Weather short-term fluctuations in the market

    • Leverage technology to spot emerging trends in the market

    We put together this guide to share with you 10 of the most important investing principles we believe can help you achieve greater peace, happiness and prosperity in life.

    We hope you enjoy it!

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  8. Your Smart Retirement Age

    Your best days are still ahead of you!

    As an individual with significant savings, you’ve worked hard your whole life to give yourself—and your family—certain advantages. And one of those advantages includes having the ability to stop working once you reach a certain age.

    But for you, the stakes for planning and executing a successful retirement are even higher than they are for most ordinary Americans.

    For one, there’s more money involved.

    Second, when you have a high net worth, you typically have a higher standard of living to maintain, too. Which means you’ll need more money to fund it.

    So, how do you know when you’ve got enough money put away to safely retire?

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  9. Top-10 Tax-Friendly Tax Havens

    Go ahead—dream a little…

    You’ve worked hard your whole life. So, now it’s time to dream a little about where you’ll enjoy the next 10, 20, 30, 40 or 50 years of your life.

    Maybe you’ve always dreamed of living near the water. Or perhaps you want to move closer to the grandkids. Or maybe you just want to find a quiet place where you can maintain an active, healthy lifestyle.

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  10. Your Smart, Personalized Financial Plan

    Living the ultimate “good life” starts with a smart, personalized financial plan

    A smart, personalized financial plan is basically road map that charts the course for how you’re going to pay for the next 10, 20, 30, 40 or 50 years of your life.

    Everyone’s map looks different. And everyone’s final destination looks different, too.

    For example, maybe you have a sizable nest egg, but you want to retire in your early 60s. Or maybe you plan to keep working throughout your 60s, but you want to set aside enough money to pay for your grandkids’ college education or to splurge on a big vacation home in Florida.

    Having a smart, personalized financial plan can help get you there.

    Read More

Ready to learn more about
smart, personalized investing?

Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.

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