Are the Banks Failing? What Our Clients Should Know.
With the recent headlines about the banking system, and the collapse of Silicon Valley Bank (SVB) over the past few days, we at BTG...
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bryancurry419
- Jan 12
- 4 min
Congratulations! You, the 60/40 investor, get a raise in 2023!
We all know pay raises come with effort, discipline, and some perseverance. Employers, and companies don’t tend to give out massive...
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Andy Gerhartz, CFP® , MSPFP
- Oct 14, 2022
- 3 min
What is a Roth Conversion and Is It Right for Me?
The financial world has a way of turning simple concepts into intimidating jargon. And I think you can add “Roth Conversion” to that...
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Bryan Curry
- Sep 20, 2022
- 1 min
Bridge The Gap Has Joined the SIMI Valley Chamber of Commerce!
As a Simi Valley resident for the last 30 years or so.... I had always heard about the Chamber of Commerce but was unfamiliar with what...
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Andy Gerhartz, CFP® , MSPFP
- Aug 12, 2022
- 3 min
Searching for an Advisor? Screen for these Three Absolutes
● Selecting the right financial advisor can be a challenging task, but a critical one. ● Aside from personal preferences, there are...
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Bryan Curry
- Jul 8, 2022
- 4 min
I Make 6 Figures, I Need the Deduction!
Often when I'm out and about chatting with friends, the topic of finance seems to come up a lot. It probably comes up more for me than...
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Bryan Curry
- May 2, 2022
- 3 min
Expenses Are Up, and Portfolios Are Down. A Few Quick Tips to Save Some Money in May
Sometimes things go all in the right direction. Your income is up, your portfolios have increased in value, and your expenses go down. ...
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- Mar 22, 2022
- 1 min
Retirement Case Study
Here is a clip from our last retirement webinar. Its a simple analysis but not too different from what I see in many of the families I...
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- Feb 15, 2022
- 5 min
Three new cars, or a bundle of cash, you decide…
Let’s face it, almost everyone loves a new car. For you it could be the new SUV, the fast sports car, or the toughest truck, we all have...
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- Jan 19, 2022
- 1 min
2 Minute Highlight from our How to Spend In Retirement Webinar 2/8 and 2/9
Join us for our upcoming webinar on Retirement Spending: You have worked hard to save for your retirement, now its time to enjoy it!...
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Bryan Curry
- Jan 19, 2022
- 3 min
What Does it Mean to be Retired.
You worked hard, squirrelled away assets, maybe paid off all or some of your debts, and you are ready for a transition. This is the story...
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- Sep 23, 2021
- 1 min
Get Retirement Ready!
Disclosure: Bridge The Gap Retirement Planners LLC (BTGRP) is an Investment Advisor registered with the States of CA/AZ. All views,...
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- Sep 23, 2021
- 1 min
You May Benefit From a Custom Spending Strategy in Retirement
Disclosure: Bridge The Gap Retirement Planners LLC (BTGRP) is an Investment Advisor registered with the States of CA/AZ. All views,...
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