Abri

06/02/2026

As more people look to retire early, managing a “retirement bridge”—the period between leaving full-time work and when retirement income sources like Social Security kick in—has become crucial. This bridge can span a few years to over a decade, depending on your financial situation.

In this article, we’ll break down what a retirement bridge is, explore various income sources, and share key strategies to help you plan effectively for early retirement.

A retirement bridge funds the gap between early retirement and Social Security. Learn the income sources, tax strategies, and rules to plan with confidence.

05/29/2026

This week, Nick and Michael led a seminar on Social Security, covering the rules, the taxation, and the strategies behind getting the most out of your benefits.

Social Security is one of those topics where small decisions can have big, long-term consequences. Glad these two could help bring some clarity to a room full of great questions.

05/22/2026

Big life changes come with big financial questions.
Marriage. A new baby. A job change. Losing a parent. Retirement on the horizon.
These are the moments when good advice matters most, and when most people decide it's time to talk to an Advisor.

05/20/2026

If you are within 10 to 15 years of retirement, the weeks right after Tax Day can feel like one of the few quiet stretches of the year. The return is filed. The check has cleared or the refund has landed. The question that often pops up next is some version of the same thing: am I actually on track?

Tax season is over, but pre-retirement planning is just getting started. Here are five smart moves to make now, including big 2026 retirement plan changes.

05/15/2026

A financial plan isn't really a document. It's a shared understanding between you and the people you're planning with.

When two people walk into a meeting, two people should walk out with the same clarity. Good advisors carry the weight of making sure everyone gets there.

05/12/2026

You just crossed the stage, your first real paycheck is on the way, and right behind it comes your first student loan statement. So should you throw every spare dollar at the loans, or start investing? Paying off debt feels safe and final. Investing feels like the smart, grown-up move you were told to start as early as possible.

The honest answer is that it depends on the numbers, and once you see how the math actually works, the decision gets a lot easier. This piece walks through a simple framework to help you decide, plus a few situations where one path often wins.

Just graduated and weighing student loans against investing? Here’s how to decide which dollar to send where, with a simple framework you can use today.

05/08/2026

The best returns in life rarely show up on a statement.

At ABRI, we're grateful to be a team pulling in the same direction: giving good advice and helping people find clarity, confidence, and financial independence.

The plans we build matter. But the relationships and memories along the way? That's the real wealth.

05/05/2026

Most people set financial goals in January and don’t revisit them until the holidays roll around and they start thinking about taxes. That’s eleven months of autopilot. And while autopilot isn’t necessarily bad (automating good habits is one of the best things you can do), it does mean that changes in your life, income, or priorities can drift for months without being reflected in your financial plan...

A focused mid-year financial review can catch problems early and keep your plan on track. Here is exactly what to check before the year gets away from you.

05/01/2026

Good financial planning is worth talking about. Some of our advisors sat down to share what that actually looks like in practice.
We had a great time filming with the Slingshot team! Stay tuned.

04/28/2026

If you own a business, you’ve probably spent more hours building financial projections for your company than you have for your personal life. Revenue forecasts, cash flow models, expense budgets, growth plans. The business gets a full financial blueprint. And that makes sense. The business demands it.

But when it comes to your own finances (your retirement, your estate, your insurance, your personal tax strategy), things tend to get blurry. Not because you don’t care, but because the business absorbs so much attention that personal planning gets filed under “later.” For a lot of business owners, “later” never arrives until something forces the conversation.

Your business may be thriving, but is your personal financial life keeping pace? Here’s why the two plans can’t live apart.