Your Path to Retirement and Beyond

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WealthBridge Blog

Protecting Your Identity, Data, and Assets

May 20, 2019

We believe protecting confidential information and investor assets requires a partnership between Charles Schwab & Co., Inc., and WealthBridge Capital Management. Please view the presentation below for information on how we protect your data.

Research & Commentary

2018 IRS Tax Reform

March 4, 2019

Major tax reform that affects both individuals and businesses was enacted in December 2017. It’s commonly referred to as the Tax Cuts and Jobs Act, TCJA or tax reform.The IRS estimates that we will need to create or revise more than 400 taxpayer forms, instructions and publications for the filing season starting in 2019. It’s … Continued

Retirement Education

Financial Strategies for Successful Retirement

WealthBridge’s principals are adjunct faculty at Otterbein. Join us for a 4-week course on planning your ideal retirement.