Beacon Bridge Wealth Partners

Planning for retirement often centers on finances, but what about your relationships and how you'll spend your time? Save the date for our upcoming webinar on September 25th with Cary Sweeney, MS, Director of the UC Berkeley Retirement Center, where we'll explore the critical transition into retirement. Let us guide you toward a #TotalRetirement, where well-being, relationships, and purpose align. Don't miss this opportunity to prepare for a truly rewarding retirement! Register for our webinar: https://brnw.ch/21wMEc3 #BeaconBridgeWealthPartners #TotalWellness #PlanToLiveWell #UCBerkeleyRetirementCenter

Did you know that while 71% of adults are comfortable discussing generational wealth, only 27% have had those conversations with their families? It’s time to change that! An article from Financial Advisor IQ explores why planning and communication are key to a smooth wealth transfer and how financial advisors can help. If you feel like you could benefit from someone helping you open the door to this conversation, get in touch with us! Click here to read more: https://brnw.ch/21wMBXq #BeaconBridgeWealthPartners #TotalRetirement #FinancialAdvisorIQ #TotalWellness

Our very own Megan Scott, Chief Vision Officer at Beacon Bridge Wealth Partners, joins Colleen and Cheryl on the latest episode of We're Doing This Right. Right? podcast! 🎙️ Megan dives deep into financial wellness, trusting yourself, and how integrating holistic practices can lead to a more authentic life. She also talks about the power of community and shares practical tips for achieving balance in life and finances. Tune in now for inspiring insights and valuable advice! https://brnw.ch/21wMzzv #doingthisrightpod #BeaconBridgeWealthPartners #TotalWellness

The ribbon was officially cut! 🎉 We are thrilled to share some highlights from our new office celebration! A huge thank you to the Montgomery County Chamber of Commerce for the ceremonial ribbon and those extra big scissors! 😉 Special shout out to La Vista Mobile Bar for keeping the good vibes flowing during our celebration! We’re beyond grateful for our amazing clients, partners, friends, family, and community who came to celebrate with us. It was an event to remember, and we can't wait to continue helping you #PlantToLiveWell in this new chapter. Here’s to new beginnings! #BeaconBridgeWealthPartners #TotalWellness #LaVistaMobileBar

Happy Grandparents Day! We celebrate the wisdom, love, and guidance that grandparents bring to our lives. Thank you to all of the grandparents for being the anchors of our families and for the countless ways you enrich our lives. ❤️ #BeaconBridgeWealthPartners #GrandparentsDay

John Jim supported the Drexel Hockey team with good friends, Bob Pyne, Bill Damico, and Kristine Sambuco. The connection runs deeper than just the love of golf and ice hockey, as many have kids who are tied to the program. The day was about strong relationships, lasting memories, and supporting communities that go beyond your own! This is Total Wellness. #PlanToLiveWell

In honor of Total Wellness Day, we're highlighting our holistic approach to achieving your highest aspirations. At Beacon Bridge Wealth Partners, we believe that true wealth goes beyond finances—it's about nurturing relationships, health, lifestyle, and purpose. Join us on a journey toward total wellness, where your well-being is our priority. #BeaconBridgeWealthPartners #TotalWellness #PlanToLiveWell

Huge congratulations to our partner Dave Buck as he’s recognized for his outstanding work. You’ve likely seen Dave highlighted in our previous posts, but if you didn’t stop to check him out, now is your chance! We are honored to partner with Dave on our #TotalRetirement initiative, which helps people redefine their health, relationships, lifestyle and purpose in conjunction with their financial wellness as they consider transitioning out of their career. Well done, Dave!

Approximately a quarter of Americans aged 65 and older are considered socially isolated. As you approach or enter retirement, it's crucial to maintain relationships and be social. Here are five easy tips to help you strengthen and nurture your connections during retirement: • Schedule regular get-togethers at your favorite restaurant or for a home-cooked meal • Explore new hobbies with your partner • Volunteer in your community with friends • Take trips with your family • Stay connected through technology #BeaconBridgeWealthPartners #TotalRetirement #PlanToLiveWell Resource: Social Isolation and Loneliness in Older Adults - National Academies of Sciences, Engineering, and Medicine

Planning for the future means protecting your mind, your money, and your loved ones. Cognitive decline can happen to anyone, but by taking steps now, you can secure your financial, legal, and lifestyle plans. Don’t wait until it’s too late—act today to ensure your wishes are respected and your legacy is protected. Read Dave Buck's article "The Decline of Cognitive Abilities" to learn more: https://lnkd.in/eVTcVdh5 We are committed to your Total Wellness. Every day, we help people plan for their lives; taking into consideration their Health, Relationships, Lifestyle, Purpose, and Finances. What is your #PlanToLiveWell? #BeaconBridgeWealthPartners #InfinityLifestyleDesign #TotalRetirement