This is where you’ll find WealthBridge Capital Management’s observations, ideas, and expert opinions. Engage with us and let us know what you find most interesting and useful.
Blog
November 21, 2020
By Nick Fisher, CFP® There are financial advisors everywhere you turn. The problem is not finding one, but finding the right one, someone you can trust to provide honest advice and help you achieve your goals. Unfortunately, whether someone calls him or herself a financial advisor, financial planner, wealth manager, or financial consultant, it doesn’t … Continued
Blog
October 23, 2020
By Nick Fisher, CFP® If you work at one of Ohio’s state universities, you have several options for saving into a retirement plan. I’ve helped many university employees with their financial planning, and my experience allows me to walk others through the basics of the various plans and what you should consider as a new … Continued
Blog
September 2, 2020
By Nick Fisher, CFP® Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. Growing up, I always wanted to find a career where each day would bring a new challenge and be intellectually stimulating, I would serve others and … Continued
Blog
August 13, 2020
By Nick Fisher, CFP® This year’s uncertainty, both economic and otherwise, has probably led you to take stock of the future. You know you want to retire someday, but do you think you’ll have the means to do so on your own terms? As an employee of a university, your greatest tool in preparing for … Continued
Blog
University State Employees: Do You Know How Much You Need To Save In Your Supplemental Retirement Plan?
December 10, 2020
By Nick Fisher, CFP® If you’re a university employee in Ohio, you likely have access to invest in a “supplemental” retirement plan in addition to the university pension or 401(a) account. Why would you choose to invest in another retirement account? For many, the pension or 401(a) alone may not be enough to meet your … Continued