MainBridge Wealth

Congress continues to pile Stealth Taxes on taxpayers. Retirees and near-retirees are the taxpayers snared most often by the Stealth Taxes. But, what are they? Read more now.

The Key to Beating the Stealth Taxes on Retirees: Know What MAGI Is Congress continues to pile Stealth Taxes on taxpayers. Retirees and near-retirees are the taxpayers snared most often by the Stealth Taxes.

As we approach the middle of the year, it's time to start planning ahead. Read more about the year-end financial strategies you can use to evaluate your progress and plans.

2026 Year-End Financial Strategy Guide Preparing for year-end financial planning doesn’t start in the final months of the year, it starts well before Q4. Taking time earlier in the year to organize your finances, evaluate your progress, and understand potential tax implications can help you make more informed, confident decisions when ...

Each week brings new opportunities and challenges in the markets. Our latest commentary breaks down key movements, economic trends, and what they could mean for your financial strategy. Stay informed. Stay confident. Stay invested.

Check Out Our Weekly Market Commentary Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC,  and an affiliate of LPL Financial.

In May, we often start to think about education planning and 529 plans. Read the ABCs of 529 Plans to learn more about the value and benefits.

The ABCs of 529 Plans A 529 plan is a tax-advantaged education savings vehicle that offers a unique combination of features and benefits.

As AI usage increases, we're starting to see its impact on the work force. Is AI already putting new grads out of jobs?

Is AI putting graduates out of work already? If you are studying coding, The Economist might have some bad news

May is a key month for education planning, and it might be time to start looking in to 529 plans. A 529 plan makes it easier to save for education and it comes with tax advantages that help your money go further.

Do you have a retirement strategy? Read more now about ways to make retirement work for you.

How to Make This Popular Retirement Strategy Work It can take creativity, patience, and hard work to make the “working-longer” retirement strategy work for you.

Spots are limited, so don’t wait to sign up! Join our free webinar on Social Security and Medicare tomorrow, May 7th, at 6:30 PM and get the clarity you need before enrollment deadlines approach. Reserve your spot today! Sign up here👉https://prudential.zoom.us/meeting/register/3He_xX0zQ6Cgoc8TNkSm1Q #/registration