Babies bring joy, but also a new reality check! Did you know that 3 in 4 new parents are reevaluating their finances due to inflation? From diaper changes to budget changes, we're exploring the financial shifts that come with welcoming a new addition. Read our latest blog to learn how inflation is impacting new parents and what changes they're making to secure their financial future. #newparents #inflation #financialplanning # parenthood
Bridge & Branch Wealth Partners
Financial Services
St. Paul, MN 155 followers
Connect. Plan. Grow.
About us
We understand that you and your family have questions about finances. We combine financial planning with tax planning strategies that real people can use. Our Certified Financial Planners™ (CFP), Wealth Managers and Certified Public Accountant (CPA) work as a team to look at your financial life with a fresh approach. We won’t outsource your tax planning, we integrate tax considerations into your overall plan. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Bridge & Branch Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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https://www.bridgeandbranchwealthpartners.com/
External link for Bridge & Branch Wealth Partners
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- St. Paul, MN
- Type
- Privately Held
- Founded
- 1998
Locations
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Primary
1060 Dakota Drive Ste 204
St. Paul, MN 55120, US
Employees at Bridge & Branch Wealth Partners
Updates
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Did your parents teach you good money habits? From saving to splurging, our parents' financial habits can shape our own money personalities! Read our latest blog to discover how your childhood experiences may be influencing your financial decisions today! #moneymindset #financialliteracy #personalfinance
The Money Habits I Learned From My Parents—for Better or Worse
advisorstream.com
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Have the Talk this Parents Day! Did you know that many older adults rely solely on Social Security? This Parents Day, take the opportunity to have an open and honest conversation with your loved ones about their financial future. Discuss their income needs, assets, and long-term care options. Together, you can ensure their financial wellbeing and peace of mind. #ParentsDay #FinancialWellness #RetirementPlanning
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Road trip anyone? Despite rising costs, Americans are still eager to hit the roads and skies this summer! According to our latest blog, inflation won't derail travel plans for vacationers. Where are you headed this summer? #inflation #summertravel #vacation
Inflation is Unlikely to Derail Travel Plans for Vacationers This Summer
advisorstream.com
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In the latest #WeeklyMarketCommentary: The first half of the year posed challenges for fixed-income markets, particularly high-quality ones. With the Fed hesitant to lower interest rates anytime soon, the "higher for longer" narrative continues to weigh on bond market potential. Stay informed and strategize for what’s ahead! Read the full report here: https://hubs.ly/Q02HvPnS0
KEY THEMES FOR BONDS IN THE SECOND HALF OF 2024 - Bridge & Branch
https://www.bridgeandbranchwealthpartners.com
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Ditch the emails and to-do lists for a real break! This summer, take back your vacation time with our 6 tips to help you truly sign off and come back to the office feeling refreshed and revitalized! Read our latest blog post to learn how to set boundaries, prep your team, and actually ENJOY your time off!
A True Vacation: Six Tips For Actually Signing Off This Summer Break
advisorstream.com
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Feeling trapped in your business? You're not alone. Many entrepreneurs are "all in" with no escape route, but burnout is a real threat. When finances, schedules, and people's lives depend on your business, stepping away isn't an option. So, how do you escape the exhaustion and keep your business thriving? Read our latest blog to find out!
How to Escape Entrepreneurial Burnout When You Can't Just Quit
advisorstream.com
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Dreaming of a worry-free retirement? Did you know that insurance can be a game-changer in your golden years? It protects your savings from unexpected medical bills, provides financial security for your loved ones, and gives you peace of mind. With policies tailored for retirees, you can focus on creating lasting memories, not worrying about life's uncertainties. Questions about your current policy? Contact us to ensure your retirement dreams stay intact! #RetirementPlanning #InsuranceMatters #PeaceOfMind
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Independent Retailer Month celebrates the vital role of local businesses in our communities. Shopping locally strengthens the local economy, creating jobs and generating tax revenue that supports public services. Supporting local artists, startups, and entrepreneurs, both in-person and online, fosters creativity, innovation, and vibrant neighborhoods. Join the movement to sustain thriving communities by embracing independent retailers.
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It's time to reboot your social life! This Social Wellness Month, take a pledge to disconnect from your screens and reconnect with the world around you. Put down your phone, log out of your gaming console, and get out there! Interact with others, make new friends, and nurture old relationships. Remember, social wellness is key to a happy and healthy life. So, let's take a step back, breathe, and truly connect with each other. #SocialWellnessMonth #DisconnectToReconnect"
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