Brad Dickman, Managing Partner at Stonebridge Wealth Strategies

07/09/2024

I am thrilled to announce that I have been recognized as one of the AdvisorHub Advisors to Watch winners! It's an incredible honor to be acknowledged for my outstanding achievements in the financial industry. I'm proud to be part of a team that values excellence and professionalism! I'm grateful for this exceptional recognition and would like to express my sincere appreciation to my clients, colleagues, and the entire team who have supported me throughout my journey. This achievement wouldn't have been possible without their trust and collaboration!

Join me in celebrating this milestone and recognizing the success of all the Advisors to Watch winners! Together, we're making a difference in the financial industry.

June 2024 • Vol. 4 • No. 2

06/19/2022

Father’s Day gives all of us a chance to hug our dads and tell them how much we love them. Be sure to make this day memorable & enjoy every moment this weekend with them!

06/17/2022

Happy Pride Month! As Pride month kicks off, we reaffirm our commitment to support and uplift the LGBTQ+ community and celebrate their contributions to helping our society become more inclusive, accepting and compassionate.
+

05/08/2022

To all the mothers, we love you and appreciate you more than you know! This day is all about YOU!! Relax and enjoy! Happy Mother's Day!

11/30/2021

A 529 plan makes it possible to save for a college education in a tax-advantaged way. Learn all the details and how to maximize these plans.

Any adult may open a 529 Plan for any named beneficiary—you do not have to be the parent or grandparent of the person named. getty May 29 is National 529 College Savings Plan Day! Do you know what a 529 plan is? Do you know how to use it? Let me explain. What is it? 529 College Plans were initiall...

11/25/2021

Happy Thanksgiving to you and your families!! Have a blessed, thankful day with those you love!!

11/23/2021

When you retire, you'll still need income every month. And figuring out how much you'll need is the key. Read this to learn how to plan for income so you'll have a stress-free retirement.

How much income do you need in retirement? It's one of the most important questions in financial planning. Given its importance, it gets relatively little attention. The standard way to determine how much income you need in retirement is called the replacement ratio. The replacement ratio tells you....

11/18/2021

If you haven't updated your estate plan in a few years, it's time to take a look. Learn why it's important to review your estate plan and what you need to consider.

Getty Images Even though it’s critical for your assets, family and legacy, estate planning tends to fall to the bottom of people’s to-do lists. What new parent wants to draft a will while finalizing a nursery paint color? Who wants to talk extensively about life after they’re gone? SEE MORE Wh...

11/16/2021

Your retirement savings can grow exponentially through smart, simple investing. But don't let these investing myths keep you from growing your money. Learn the truth so you can be better prepared for a financially secure retirement.

You'll probably need more income during retirement than what Social Security will provide you with. That's where your savings come in. But your savings shouldn't just sit in cash. Rather, you should invest your savings during your career so your money grows into a larger sum over time. A lot of peop...

11/11/2021

Inflation fears are rising, and costs for many goods are increasing. Protect your savings from inflation by understanding how it works and what options you have.

Fears around rising inflation are growing. So if you have savings, what can you do to protect the value of your cash? Here’s what you need to know. Inflation: what is it? Inflation refers to the rising cost of goods or services.

11/09/2021

Are you budgeting by looking ahead at what you plan to spend, or by looking back at what you've actually spent lately? If you're not backward budgeting, you're likely to come up short. Take a look to find out how to make backward budgeting work for you.

"Forward budgeters" use their budgets like vision boards, while "backward budgeters" use their budgets like roadmaps. Here's how to find out which method might work best for you and your finances. two different types of charts Getty Images You've probably heard it before: Making a budget can help yo...