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Blackbridge Financial Is Where Your Objectives Become Plans

For almost two decades, Blackbridge Financial and Brett McKeithan have helped those looking to retire and those in retirement work towards the goal of preserving, growing, and managing their investments.

Everyone dreams of what retirement will be like. We all know that the lifestyle we want means we need to have the income to pay for it. At Blackbridge Financial, our goal is to create a plan that gets you to your goals with an income that will last for years to come.

Come in and let Brett McKeithan show you how to take advantage of his specialization and guidance.

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9 Investment Pitfalls Whitepaper

We provide important and timely information about the financial landscape as free whitepapers.

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W. Brett McKeithan,
CFP®, ChFC®

W. Brett McKeithan, CFP, ChFC

Learn more about W. Brett McKeithan, CFP®, ChFC® at Blackbridge Financial.

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Helpful Content

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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