Maximizing Your 401(k) And When To Do a Rollover

Planning for retirement is a cornerstone of financial security, and a 401(k) plan is a powerful tool to help individuals achieve their long-term savings goals. At One Bridge Wealth Management, St. Louis Financial Advisors, we understand the importance of maximizing the potential of your 401(k) plan to secure a comfortable retirement. In this article, we'll explore four key strategies to unlock 401(k) success and help set yourself up for a prosperous future.

Tax Cuts and Tragedy: JFK Wanted to Lower Income Taxes and LBJ’s Political Maneuverings To Get It Done

A pivotal moment in American tax policy unfolded during President Lyndon B. Johnson's tenure with the passage of the Revenue Act of 1964, a culmination of political maneuvering initiated by President John F. Kennedy.

People Don't Think The Economy is Doing Well, But It Actually Is

There has never been a greater disconnect between how the economy is performing and how we feel about it. People feel so negative about the economy and the way the country (and the world) is headed, yet the economy is strong. Look at the facts (and if you want chart-proof, then scroll all the way down) and decide for yourself. Is this mass delusion and what has caused it?

A Journey Through Time: The History of Income Tax in the United States

The roots of income taxation in the United States can be traced back to the Civil War era. In 1861, to finance the Union's war effort, Congress passed the Revenue Act, which levied a 3% tax on incomes over $800. This tax was repealed after the war, but the idea of taxing income had taken root. Teddy Roosevelt re-implemented them in 1908 and JFK tried to cut them in 1963. Read this for knowledge that can help you improve your investment portfolios.

Your Retirement Defense Checklist: Can you check these 8 items off your list?

Check the following 8 points off your list to help ensure you’re prepared for a successful retirement. A black swan event is an unpredictable, unexpected occurrence that has widespread, major consequences.

What To Do When Changing Jobs: The 10 Item Checklist

Transitioning to a new job is an important milestone that can impact your financial landscape. Whether you're embarking on a career change or seizing a fresh opportunity, it's crucial to take proactive steps to manage your finances during this period of transition. At One Bridge Wealth Management, we recognize the significance of job changes and stand ready to assist you in navigating these financial adjustments. In this article, we'll outline ten essential actions to undertake when changing employers, ensuring a seamless transition with a focus on your financial well-being.

10 Ways to Help Ensure Your Assets Transfer Smoothly to Your Heirs (And So That They Don’t Squander Your Money After You’re Gone)

A study referenced in Forbes shows rich Boomers (Ages 59-77) are stressed about how they’ll hand their fortunes down to their kids.

Here are 10 ways to help ensure your assets transfer smoothly to your heirs – and so that they don’t squander your money after you’re gone.

Maximizing Philanthropy and Minimizing Taxes: The Power of Qualified Charitable Distributions (QCDs) from IRAs

In the realm of financial planning, one powerful tool often overlooked is the Qualified Charitable Distribution (QCD) from Individual Retirement Accounts (IRAs). This strategy allows individuals to support charitable causes while minimizing tax liabilities, providing both philanthropic fulfillment and financial benefits. In this article, we'll explore the ins and outs of QCDs and how they can be leveraged effectively for charitable giving and tax planning.

Supporting Women as Investors, Here at One Bridge

Historically, investing has been perceived as a predominantly male domain, with women often underrepresented in the investment landscape. Women tend to have longer lifespans. In today’s world, many women choose to remain single throughout their lives or they become widowed, while others are married and in charge of the finances. The reality is that women today are more engaged in personal finance and investing than in previous generations. We're here to provide assistance in this regard. Investing is a crucial component of financial planning, providing individuals with the opportunity to grow wealth and secure their financial futures. At One Bridge Wealth Management, we recognize the importance of empowering women as investors and helping them navigate the world of investing with confidence and ease.

Harnessing the Power of Intentionally Defective Grantor Trusts (IDGTs) with One Bridge Wealth Management

Estate planning is a crucial aspect of financial management, ensuring that individuals can effectively transfer wealth to their loved ones while minimizing tax liabilities. Among the various estate planning strategies available, Intentionally Defective Grantor Trusts (IDGTs) stand out as a powerful tool for achieving these objectives. In this article, we'll explore the concept of IDGTs and how they can be utilized effectively with the help of One Bridge Wealth Management, St. Louis Financial Advisors.