Bridgehaven Financial Advisors welcomes you to our website, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals.  In addition, our site offers a wide variety of useful information including links directly to your account, various financial calculators, articles, monthly newsletters, a portfolio tracker, and more.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this website to help you gain a better understanding of the financial concepts behind investing, retirement, estate investment planning, and wealth preservation. Most importantly, we hope you see the value of working with Bridgehaven Financial Advisors to help pursue your financial goals.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any recent developments in the area of personal finance.


 

 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Consider Munis for Tax-Free Income

Understanding general obligation and revenue bonds, how bonds are rated, and potential benefits of tax-free yields.

Working for Yourself — and Your Future

Three retirement plan options available to self-employed individuals and small businesses.

Looking for Income? Consider Closed-End Funds

Investors interested in the potential for a regular income stream may want to consider closed-end funds.

HOT TOPIC: Social Security and Medicare Update: The 2016 Trustees Reports

Key information regarding the current and future financial health of Social Security and Medicare programs.

More Newsletters →

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals