Bridget Handke, CFP®, CAP®
Aug 24, 2021 9:14:00 AM

My husband and I worked remotely from southern California last year. We’d always talked about wintering somewhere warm during retirement, and we had...

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Bridget Handke, CFP®, CAP®
Aug 17, 2021 12:45:00 PM

We have a lot of generous clients! As financial advisors, we often hear that our clients would like to share some of their wealth with the people...

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Bridget Handke, CFP®, CAP®
Mar 9, 2021 9:35:32 AM

You’ve completed your financial plan and are basking in the pride that such an accomplishment grants – and you should! Creating a plan is the first...

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Bridget Handke, CFP®, CAP®
Jan 27, 2021 11:07:00 AM

After all the planning, number-crunching, endless discussions, dreaming, and plotting, how often is retirement what people expect it to be? As...

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Bridget Handke, CFP®, CAP®
Dec 21, 2020 1:08:00 PM

We’ve all heard the stories of lottery winners who find themselves penniless a decade after winning large sums of money. Whether they spend the...

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