Student loan relief plan may face delays of several months or more, according to expert analysis. https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #RetirementPlanning #FinancialTips
LifeBridge Financial Group
Financial Services
Houston, Texas 39 followers
Connecting where you are today with where you want to be tomorrow.
About us
We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client care by providing those preparing for retirement, retirees and their loved ones with attentive, educated investment advice. We specifically seek to help connect the present with the future for the hard-working and dedicated physicians and staff of U.T. M.D. Anderson Cancer Center in Houston. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS LifeBridge Financial Group™ is an affiliate of Kestra IS and Kestra AS. More information on FINRA can be found at www.finra.org More information on SIPC can be found at www.sipc.org This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.
- Website
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http://www.lifebridgefg.com
External link for LifeBridge Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Houston, Texas
- Type
- Privately Held
Locations
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Primary
2211 Norfolk St
Houston, Texas 77098, US
Employees at LifeBridge Financial Group
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Selena Krampota
Lead Financial Advisor at LifeBridge Financial Group™ Investment Advisor Representative of Kestra Advisory Services, LLC.
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Michael Rudelson
Managing Director of LifeBridge Financial Group with 40 years of experience helping UT physicians with their ORP plans.
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Grayson Palmer, CFP®
Lead Advisor at LifeBridge Financial Group
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Lynne Hawkins
Licensed Account Executive at LifeBridge Financial Group
Updates
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Looking for an alternative to Roth conversion that can assist with long-term care? Learn about a strategy that could provide financial security and peace of mind in the long run. https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #RetirementPlanning #FinancialTips
A Roth Conversion Alternative That Addresses Long-Term Care
kiplinger.com
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Overcoming adversities can lead to unexpected successes. In 2014, our Managing Director, Michael faced a life-threatening misdiagnosis that eventually resulted in the creation of LifeBridge Financial Group. His journey from a critical health scare to building a thriving financial group with offices in Houston and Waco, and clients globally, is a testament to resilience and the power of believing in new beginnings. Today, he is proud to be a part of a team dedicated to connecting lives through financial services and making a positive impact all around the world. https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #FinancialServices
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The 4% rule is a simple yet powerful tool for estimating how much you'll need in retirement savings. It suggests that you can withdraw 4% of your total savings each year without running out of money over a 30-year retirement. Example: If your annual living expenses in retirement are $60,000, you’d need a nest egg of $1.5 million ($60,000 ÷ 0.04) to comfortably sustain your lifestyle. For healthcare professionals, who may have unique retirement timelines, the 4% rule provides a solid starting point to ensure your savings last as long as your career did. Remember, everyone's financial situation is different, so consult with a financial advisor to personalize this approach to your goals. https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #RetirementPlanning #HealthcareProfessionals #FinancialTips #4PercentRule #RetirementSavings
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Navigating complex financial decisions is a crucial part of life. At LifeBridge Financial Group, we transform overwhelming financial choices into manageable decisions. Inspired by a recent client experience, I’m proud to support and guide clients through diverse situations, such as IVF financing, helping them move forward confidently. https://lnkd.in/gdRTQ6BW #FinancialPlanning #ClientSupport #LifeBridgeFG
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Labor Department announces new retirement fiduciary rule impacting 401k and IRA rollovers. Stay informed on the latest regulations to protect your retirement savings. https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #retirementplanning #401k #IRA #fiduciaryrule
401(k) rollover advice rule is at risk. Here's what retirement savers need to know
cnbc.com
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Avoiding common retirement planning mistakes is essential, especially for healthcare professionals who often juggle long hours and complex financial options. Start by contributing early and consistently, even during residency. Fully understand your retirement plan choices, like 401(k), 403(b), or ORP, and take advantage of employer matches. Diversify your savings across multiple accounts to optimize growth. At LifeBridge Financial Group, we’re here to guide you through these decisions and help secure your financial future. Schedule a consultation today! https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #InvestmentStrategies #FinancialStability #HealthcareProfessional
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Discover comprehensive protection with LifeBridge Financial Group's diverse insurance offerings. From life and health to property and casualty insurance, we have the right options to bring peace to your future. Contact us today to learn more! https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #InvestmentStrategies #FinancialStability
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It's all about connecting with clients on a personal level and guiding them through their financial journey. 💼💡 https://lnkd.in/gdRTQ6BW #FinancialPlanning #LifeBridgeFG #RetirementPlanning #InvestmentStrategies #FinancialStability
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Health Savings Accounts Can Reimburse You for Medicare Premiums Paid - Learn how HSAs can help cover your healthcare costs in retirement and save you money in the long run. https://lnkd.in/gJRnsUTZ #LifeBridgeFG
How Your HSA Can Reimburse You for Medicare Premiums Paid
kiplinger.com