Your Path to Retirement and Beyond

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system helps you effectively plan, track, and achieve it.

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WealthBridge Blog

Preserve Your Charitable Deduction with Donor-Advised Funds

Before the passage of the Tax Cuts and Jobs Act of 2017 (TCJA), philanthropic taxpayers who donated to their favorite charities were generally able to write off their contributions. But with the TCJA’s doubled standard deduction, most taxpayers are no longer itemizing and as a result, they are unable to claim their charitable donations.

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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.

Winter/Spring sessions now available!

Tuesdays: January 14, 21, 28 & February 4
Wednesdays: February 26, March 4, 11, & 18
Mondays: April 6, 13, 20 & 27

All classes are at Otterbein University.

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