The June 2021 Update
Your Declaration of (Financial) Independence
As you gather with friends and family this Fourth of July, remember what you are celebrating. Our nation is the land of the free and the home of the brave. We believe that all people are created equal, with “certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness”1. Yet, I have found that people do not always give themselves enough freedom to pursue what truly makes them happy. There are many reasons why people might feel this way, but I have noticed three common explanations: limiting beliefs relating to money, people feel a sense of obligation to the path they choose, or they simply do not know if they can afford to make a change. Below are three steps to declaring your financial independence.
Building Your Wealth Inside Corporate America
In between the barrage of emails, texts, business travel, conference calls, weekends, vacations, and kids’ soccer games, how do you find the time to build wealth and pay attention to your money? If you don't know, then you need to read this book.
Is now the time to grow your business through acquisition?
An important step for business owners as they think through their eventual exit is answering the big three questions: 1) to whom I will transition my business, 2) how much I need to net out from the transition, and 3) when I will exit.
Dave Polstra Receives the Greater Good Award
Congratulations to Brightworth’s co-founder and partner, Dave Polstra, who received the Greater Good Award from Georgia Planned Giving Council for 2020/2021!
Your IRA Could be a Great Source for Charitable Giving in Retirement
Retirees who are generous with their wealth may be facing an important question about their charitable strategy during their post-working years: Now that I’m retired, how do I fund my charitable giving?
4 Ways to Avoid Post-COVID-19 Spending Guilt
We’ve spent the last year saving more money than usual while spending more time at home. Now that we’re venturing out again, how can we continue our healthy money-saving habits?
Tax Tips for 2021 and Beyond
Choosing Between Job Offers
Tom Presley and Bud Boland share tips on selecting the best job offer in today’s competitive corporate environment.
Taking Stock: How to Get Mom and Dad Prepared Before They Fall
A bad fall at an advanced age can change everything. And by the time it happens, you may be scrambling to understand your elder relative's financial situation and plan the next steps. Lisa is joined by Dana B. Perry, an attorney specializing in elder law and estate planning with Chambliss, Bahner & Stophel P.C., to look at a challenge most of us will eventually face.
The Business Owner Transition Academy
Registration is open for classes starting in September
The Business Owner Transition Academy is a six-session program for business owners to learn how to prepare and exit their business when they are ready. Click here to learn more about the program.
Fill out the form below to save your seat!