An oft-forgotten area of focus in all this planning is one’s own health. Here are recommendations on how to take care of your own health and fitness as you prepare for the next phase of your life.
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Dave Polstra Annika Cushnie Lisa Brown Charlie Jordan Nathan Corbitt Ryan Halpern
Bright Blog
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
Mon, 06/17/2019 - 11:36
The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?
Author uid: 10
Mon, 06/03/2019 - 08:54
It’s amazing to me that a show can start off so strongly, with critical acclaim and a massive following and, at least in the opinion of many, finish so weakly. There is nothing worse than a bad ending. In real life you don’t want to be that way either.
Author uid: 90
Thu, 05/30/2019 - 10:26
I'm excited to share that I've started a new podcast, Talking Stock with Lisa Brown. The first episide is Shocked by your 2018 Tax Bill?
Author uid: 10
Wed, 05/22/2019 - 12:28
Our clients often ask “How much do I need to save this year to be on track for retirement?” Obviously, there are a lot of variables that go into answering that question: retirement spending, assumed rate of return, pensions and Social Security to name a few. But perhaps the most important variable is the one that’s priceless: time. People with the most time on their side are those most likely to achieve their retirement goals. Those who save early end up way ahead of their procrastinating peers.
Author uid: 380
Mon, 05/13/2019 - 13:08
So, your taxes are either filed or extended. How did you fare with the new tax law? Much has been written about the impact of the new federal tax law on allowable itemized deductions. Between the increased standard deduction and major changes to popular areas such as state and local taxes (SALT) and miscellaneous itemized deductions, many taxpayers are finding limited options for reducing their taxable income.
Author uid: 11
Fri, 05/10/2019 - 08:30
Are you considering leaving your job to be a stay-at-home parent? If you’re a little older, how about going back to school for a new degree or retiring earlier than your spouse?
Whatever the reason a working couple is considering going from two incomes to one, this decision can sometimes be overwhelming and even frightening. However, like many major events, anyone can sail through this transition with proper planning and be glad they made the change.
Author uid: 380
Wed, 05/08/2019 - 11:28
As mentioned in Part 1, most business owners will leave substantial dollars on the table when they sell their business, and less than one-third of business owners will be able to successfully transition out of their business.
Author uid: 12
Wed, 05/08/2019 - 11:26
If you’re a business owner, you’ve likely spent years, possibly decades, building your business. No doubt you’ve poured your heart, soul and much of your finances into making your business successful. Unfortunately, if you’re like most business owners, you probably haven’t spent much time planning to capture the value you’ve created in your business.
Author uid: 12
Tue, 04/30/2019 - 14:14
I hate this cliché, but it kind of fits…Rome wasn’t built in a day. Your goals don’t have to be accomplished in day, or even a year. The important thing is to set goals, make progress and keep at it. Doing nothing will not produce results. As Mark Twain famously said, “The secret of getting ahead is getting started.”
Author uid: 90
Fri, 04/05/2019 - 12:21
What did your parents teach you about money growing up? Was money an open conversation in your family or a taboo topic? Regardless of their intentions, each of our parents taught us something about money. Here are some tips for how to purposefully teach your young children about money and make it fun!
Author uid: 380
Tue, 02/26/2019 - 11:51
It’s been 10 years since the last bear market, commonly defined as a sustained decline of 20 percent or more. We experienced a significant correction late last year, with stock dropping almost, but not quite 20 percent. Equity prices have since staged an impressive recovery so far this year. While we don’t know if the next bear market is right around the corner or a long time away, to successfully navigate the next one and keep their investment strategy intact, investors need to know three things...
Author uid: 15