Welcome to Bridge Financial Solutions
Bridge Financial Solutions offers financial services, estate planning, tax/accounting services, and much more for investors and businesses. Located in Bradenton, Florida we have provided clients, not only in Manatee County, but around the state of Florida and the US, guidance in personal and professional financial services since 1997.
For over a decade, as sole proprietor, John R. Russo continually worked with a model for providing expanded financial services to all clients. The concept of Bridge Financial Solutions, LLC was conceived of the notion that in life we build and cross many bridges. Such as: the bridges of child to adult, adult to marriage, marriage to children, children to college and then to retirement. Our business is dedicated to assisting you in planning, implementing and maintaining the financial bridges of life.
In light of uncertain economic conditions and changing needs, it is imperative to seek a relationship that inspires confidence and competence. Our goal is to support and oversee your transitions through each life stage. In doing this, we can guide you in building the bridges to your financial goals with peace of mind .
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Knowing your options when a CD matures can help you make a sound investment decision.
A letter of instructions provides additional and more personal information regarding your estate.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.