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Bridgemont Wealth Management Group of Wells Fargo Advisors
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    Wealth Management Services Consulting Services For Business Owner And Entrepreneurs
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Multiple professionals.

One playbook.

One Independent Drive, Suite 2400
Jacksonville, FL 32202

  • phone: (904) 351-7663
  • toll-free: (800) 342-0689
  • fax: (904) 351-7601
  • facebook
  • www.bridgemontwmg.com

Resources

You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.

Articles
Risk Management
  • Assessing Disability Income Insurance
  • HMOs and PPOs
  • Medicare Coverage
  • Insurance Claims
  • Split-Dollar Life Insurance
  • Life Insurance for Business Owners
  • Business Owner Policies
  • Property and Casualty Insurance
  • Disability Income Insurance for Business Owners
  • Why Purchase Life Insurance?
  • Last-Survivor Life Insurance
  • Long-Term Care Costs
  • Auto Insurance
  • Additional Liability Coverage
  • Evaluating Insurance Companies
  • Types of Health Coverage
  • Insuring Your Future
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Protecting Your Home
  • How Can I Maximize My Insurance Benefits?
Cash Management
  • College Financial Aid
  • How Does Inflation Affect Me?
  • What Are Some Tips for Managing My Money?
Investing
  • Bonds
  • Asset Classes
  • 529 Plans
  • College Investment Options
  • Dollar-Cost Averaging
  • Asset Allocation
  • Bond Ratings
  • Stock Indexes
  • Types of Bonds
  • What Investment Risks Should I Know About?
Tax Planning
  • Tax Strategies for Retirement Plans
  • Tax Deductions
  • Tax-Advantaged Alternatives
  • Tax-Free Investments
  • What Is Tax Deferral?
Estates & Trusts
  • Paying Estate Taxes
  • History of the Federal Estate Tax
  • Avoiding Probate
  • Charitable Remainder Trusts
  • Property Ownership
  • Wealth Replacement Trusts
  • Family Limited Partnerships
  • Benefits of A-B Trusts
  • Gifting Strategies
  • Charitable Lead Trusts
  • Controlling the Distribution
  • Charitable Giving
  • Living Trusts
  • What Key Estate Planning Tools Should I Know About?
Retirement
  • Planning Options
  • Self-Employed Retirement Plans
  • Traditional IRAs
  • Roth IRAs
  • Save Now or Save Later
  • 401(k) Plans
  • Managing Retirement Plans
  • Indexed Annuities
  • Retirement Plan Distributions
  • Future of Social Security
  • Social Security Income
Risk Management
  • Assessing Disability Income Insurance
  • HMOs and PPOs
  • Medicare Coverage
  • Insurance Claims
  • Split-Dollar Life Insurance
  • Life Insurance for Business Owners
  • Business Owner Policies
  • Property and Casualty Insurance
  • Disability Income Insurance for Business Owners
  • Why Purchase Life Insurance?
  • Last-Survivor Life Insurance
  • Long-Term Care Costs
  • Auto Insurance
  • Additional Liability Coverage
  • Evaluating Insurance Companies
  • Types of Health Coverage
  • Insuring Your Future
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Protecting Your Home
  • How Can I Maximize My Insurance Benefits?
Estates & Trusts
  • Paying Estate Taxes
  • History of the Federal Estate Tax
  • Avoiding Probate
  • Charitable Remainder Trusts
  • Property Ownership
  • Wealth Replacement Trusts
  • Family Limited Partnerships
  • Benefits of A-B Trusts
  • Gifting Strategies
  • Charitable Lead Trusts
  • Controlling the Distribution
  • Charitable Giving
  • Living Trusts
  • What Key Estate Planning Tools Should I Know About?
Risk Management
  • Assessing Disability Income Insurance
  • HMOs and PPOs
  • Medicare Coverage
  • Insurance Claims
  • Split-Dollar Life Insurance
  • Life Insurance for Business Owners
  • Business Owner Policies
  • Property and Casualty Insurance
  • Disability Income Insurance for Business Owners
  • Why Purchase Life Insurance?
  • Last-Survivor Life Insurance
  • Long-Term Care Costs
  • Auto Insurance
  • Additional Liability Coverage
  • Evaluating Insurance Companies
  • Types of Health Coverage
  • Insuring Your Future
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Protecting Your Home
  • How Can I Maximize My Insurance Benefits?
Investing
  • Bonds
  • Asset Classes
  • 529 Plans
  • College Investment Options
  • Dollar-Cost Averaging
  • Asset Allocation
  • Bond Ratings
  • Stock Indexes
  • Types of Bonds
  • What Investment Risks Should I Know About?
Retirement
  • Planning Options
  • Self-Employed Retirement Plans
  • Traditional IRAs
  • Roth IRAs
  • Save Now or Save Later
  • 401(k) Plans
  • Managing Retirement Plans
  • Indexed Annuities
  • Retirement Plan Distributions
  • Future of Social Security
  • Social Security Income
Tax Planning
  • Tax Strategies for Retirement Plans
  • Tax Deductions
  • Tax-Advantaged Alternatives
  • Tax-Free Investments
  • What Is Tax Deferral?
Investing
  • Bonds
  • Asset Classes
  • 529 Plans
  • College Investment Options
  • Dollar-Cost Averaging
  • Asset Allocation
  • Bond Ratings
  • Stock Indexes
  • Types of Bonds
  • What Investment Risks Should I Know About?
Cash Management
  • College Financial Aid
  • How Does Inflation Affect Me?
  • What Are Some Tips for Managing My Money?
Risk Management
  • Assessing Disability Income Insurance
  • HMOs and PPOs
  • Medicare Coverage
  • Insurance Claims
  • Split-Dollar Life Insurance
  • Life Insurance for Business Owners
  • Business Owner Policies
  • Property and Casualty Insurance
  • Disability Income Insurance for Business Owners
  • Why Purchase Life Insurance?
  • Last-Survivor Life Insurance
  • Long-Term Care Costs
  • Auto Insurance
  • Additional Liability Coverage
  • Evaluating Insurance Companies
  • Types of Health Coverage
  • Insuring Your Future
  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
  • Protecting Your Home
  • How Can I Maximize My Insurance Benefits?
View All Articles
Calculators
View All Calculators
Videos
View All Videos
Glossary
View All Glossary
Newsletters
View All NewsLetters
Tax Library
Federal Tax FormsFederal Tax Publications Federal Tax CalendarFederal Tax RatesTax GlossaryTaxWise StrategiesFederal Income Tax Calculator View All Tax Library

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