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. 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?

    Read More

  2. 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.

    Read More

  3. 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

  4. Top-10 Ways to Build Your Net Worth

    Your Net Worth Matters Way More than Flashy Cars, Homes and Trips

    Lots of Americans drive flashy $100,000 cars, live in sprawling homes, and take amazing trips around the world every year. But those outward signs of wealth can be very misleading.

    In fact, you can have—and do—all those things, but still have significant debt with very little saved for retirement. It’s actually a very common finding in America today.

    On the other hand, an individual with significant savings is the one true indicator of real wealth and financial success. Because it means you have far more assets than liabilities.

    Read More

  5. Retirement Planner Calculator

    Understanding your retirement requires a simple process of evaluating your current assets and expenses against how you want to live your life in retirement. The easiest method is to start with a simple calculation. We offer you this calculator as a tool to start the process of understanding your needs to properly survey a comfortable retirement.

    Read More

  6. Investment Goal Calculator

    At Vestbridge, we believe your mental well-being depends strongly on your financial well-being. And so, we aim to use investing as a pathway to achieve greater peace, happiness and prosperity. We empower our clients by helping them attempt to maximize their assets and reach their long-term goals.

    We offer this calculator as a tool for you to use to better understand your financial situation.

    Please call us today at 833-592-5252! 

    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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