Blogs

6 Tips to Get Your 2019 Financial House in Order

Celebrating New Year’s Eve and New Year’s Day are always a lot of fun.  On New Year’s Eve, my husband and I celebrate with our young children by ringing in the New Year with friends who also “risk” trying to see if their little ones can make it to midnight as well!  Sometimes we make it to midnight, sometimes we depart by 9pm as someone is melting down.

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A New Year’s Financial Checklist Every Attorney Should Follow

A financial strategy that is easy to manage is so important to help busy attorneys pay taxes, save for retirement and other goals, and have the cash flow needed for living expenses. Here are five fundamental steps any attorney should consider right now.

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Revocable Living Trusts Have Many Benefits – Just Not Instant Benefits

One of my favorite clients passed away this year at age 94.  Captured by the German Army during the Battle of the Bulge in World War II, his war stories were spellbinding.  And after traveling to Germany as an executive at The Coca-Cola Company for more than 40 years, he actually met the soldier who apprehended him.

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Use Health Savings Accounts Now to Help Pay Medical Expenses in Retirement

As 2019 open enrollment gets underway, I want to recommend that people strongly consider electing a high deductible health plan (HDHP) that is coupled with a Health Savings Account (HSA).  HSAs have significant tax benefits and are an excellent way to sock away money now for medical expenses in retirement.

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If You Want to Make Charitable Contributions in 2018, Consider a Donor Advised Fund

As the end of 2018 draws near, many Brightworth clients will begin considering giving money to their favorite charities and nonprofit organizations.  But recent changes to the federal tax laws have the potential to dramatically alter those plans. So, I wanted to lay out a potential strategy now for people to consider implementing before December 31.

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5 Tips for Investors to Weather the Volatile Stock Market

As the U.S. equity market gets set to conclude its worst October performance since the financial crisis, it’s natural for people to wonder if their investments are well positioned. This is a typical reaction when prices swing sharply – such as the Dow rising and falling hundreds of points, often in the same day.

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If you don’t look at the monster…

With Halloween on the horizon, I thought it might be time to talk about scary movies.  When I was a kid, I used to watch scary movies with my dad.  My dad likes to tell the story about how when we watched...

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Say What? A Primer to Financial Jargon

Every business has its jargon, and we financial professionals are no exception. But have no fear, I will help you understand what we’re saying. Here are a few terms you may want to know...

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Transitions: How to Have More Fun and Meaning in Retirement

A blank calendar filled with nothing but free time can be every bit as stressful as a packed work week. Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.

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Don’t let financial challenges steal a scene

According to a recent report, Georgia lost its crown spot as #1 for feature films being made…well for 2017. But we only lost to Canada (an entire country), and we remained ahead of LA (well actually both LA’s: Hollywood and Louisiana).

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