A View From the Bridge

Evaluating and Selecting an Employee Benefits Partner in 2025
Kevin O’Toole, MBA Consultant- Health & Employee Benefits With rising costs, a tight labor market, and a complex healthcare landscape, selecting a partner to assist

Understanding the January 1, 2025 Changes to the SECURE Act 2.0
The SECURE Act 2.0, an expansion of the original Setting Every Community Up for Retirement Enhancement (SECURE) Act, brings new provisions aimed at improving retirement

How to Gently Approach the Topic of a Nursing Home with Your Mother or Mother-in-Law
Tacy Paul Roby, CFP®, Senior Wealth Advisor Talking about aging and long-term care with a loved one is never easy. But it’s one of the

Breaking Money Silence
How to Talk to Your Parents About Wills and Estate Planning Tacy Paul Roby, CFP®, Senior Wealth Advisor Do you ever worry about whether your

Deciphering Maryland Paid Family and Medical Leave (FAMLI) Insurance: What Employers Need to Know
By: Kevin O’Toole In the spring of 2022, the Maryland Legislature passed the Time to Care Act which established Maryland’s Family and Medical Leave Insurance

Volunteer Day with The League
Last week, the TriBridge Partners Philanthropic Committee organized a meaningful volunteer day at The League for People with Disabilities! The League for People with Disabilities

