Hi, I’m George Kosovich, the person behind Bridge and Retire.
I’m an Enrolled Agent (EA), enrolled to practice before the Internal Revenue Service, with a background in finance and taxes. For years, I’ve been fascinated by the challenge of turning a lifetime of saving into a sustainable retirement. Not the investment side alone, but the practical questions that come with actually leaving work: taxes, healthcare, withdrawal strategies, Social Security, pensions, and how all the pieces fit together.
One thing I’ve noticed is that many people delay retirement not because they lack the money, but because they’re unsure how to bridge the gap between their final paycheck and the income sources that arrive later.
That’s where the name Bridge and Retire comes from.
My goal is to provide practical, plain-English information that helps people navigate that transition with more confidence and fewer surprises. I enjoy breaking down complex topics and exploring the tradeoffs behind important retirement decisions.
Background
- Enrolled Agent (EA) — enrolled to practice before the Internal Revenue Service
- Bachelor’s Degree in Business/Finance — University of Oregon
- Master’s Degree — UCLA School of Public Affairs
- 20+ years in community development, including work with financial institutions, nonprofits, and local governments
- 12+ years preparing income tax returns through VITA and AARP programs, along with experience teaching financial literacy classes
- Started my career as a financial analyst for a large technology company
The information on this site is based on my research, experience, and observations. It is intended for educational purposes and should not be considered tax, legal, investment, or financial advice.