Bright Harbor Wealth Management

28/11/2024

All of us at Bright Harbor wish you a Happy Thanksgiving!

31/10/2024

Wishing you and your family a very happy and spooky Halloween!

21/10/2024

Nearly half of retirees acknowledge that spending their savings gives them anxiety. Reach out to see how strategies from Equitable Financial can help provide you with guaranteed income in retirement.

Equitable's Retirement Cornerstone is a tax-deferred variable annuity that provides insurance policy holders with both an investment account and a protected benefit account.

17/10/2024

If you feel stuck because your paycheck doesn't seem to stretch far enough, you're not alone. Planning for the future can feel tricky when you're trying to meet your needs right now. Watch this video to learn some key tips to help you start the process of securing your future and reduce stress. For personalized guidance, reach out today to schedule a meeting.

Planning for the future can feel tricky when you’re trying to meet your needs right now. Learn some key tips to help you start the process of securing your f...

14/10/2024

Carrying debt into retirement is a reality for an increasing number of Americans, but that doesn't mean it has to stall your long-term plans. Read our overview on debt to learn strategies to help you reduce yours while also prioritizing saving for the future. For personalized guidance, contact me to schedule a meeting so we can discuss your situation and take steps toward stability now and through each stage of life.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

16/09/2024

As you kick off the new school year, I can assist you on your path to achieving a comfortable retirement. Click here to learn more and reach out to schedule time to discuss.

02/09/2024

Do you feel like you’re contributing enough to your 403(b) plan to achieve a comfortable retirement? Read our Value of the Advisor white paper to learn how a financial professional can help, and then let's connect. https://eqtble.co/3i8tGwz

26/08/2024

Nearly a third of retirees indicate they are spending money faster than they anticipated. Reach out to see how strategies from Equitable Financial can help provide you with a steady stream of guaranteed retirement income for life, as well as potential for growth.

Structured Capital Strategies® Income variable annuity provides a way to accumulate your retirement savings and help cover the gap in retirement income with a built-in Guaranteed Lifetime Withdrawal Benefit (GLWB), providing income that lasts a lifetime. You can look to your future with confidence ...