Have you been wondering if early retirement is right for you? The Covid-19 pandemic has pushed many executives to face this choice. Wealth advisor Lisa Brown shares how she discusses the topic with her clients to help them make the best decision for their situation.
Choosing the right advisor
As the saying goes, "When times are good, anyone can make money." In the tenth year if the bull market following the Great Recession, markets are at or near all-time highs, but recent volatility has some investors uncertain on where the markets will go from here. Many are re-evaluating their relationship with their financial advisor to ensure that they are in good hands.
What does fee-only mean?
Read what Brightworth advisors and planners have to say about wisely managing your financial future.
If you’ve been working from home this year you may have noticed an increase in the amount of money you are able to save. Take advantage of this time before you return to the office to consider these ideas from associate wealth advisor Josh Monroe on how you can maximize your finances.
Entering the fourth quarter, all eyes are on the U.S. presidential election. As is the case every four years, the dire predictions of what is to come if either candidate wins are now daily headlines.
Furloughs, job cuts, and early retirement are on the minds of many pilots. Now is the time for them to get their finances in order. Wealth advisor Chase Mouchet shares the advice he gives to pilots.
Many corporate executives are now asking themselves "Does it make sense to take an early retirement?" Wealth advisor Lisa Brown shares the advice she gives to her clients who are considering taking early retirement packages.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
The latest episode of Taking Stock with Lisa Brown is Two Crazy Investment Mistakes People are Making Right Now.
Two significant challenges of the Covid-19 reality are a loss of personal connections and a real burden on charitable organizations to meet the increasing needs of people around the world. We are all learning how to adapt to a more virtual world in building and investing in relationships.
For those planning for retirement, the events of 2020 have been especially worrisome and disruptive. We can't control pandemics, market fluctuations, or social unrest. But, we can focus on the blocking and tackling of retirement planning. Here are the three drills you can run...
They’re back!! It may be hard to believe but unfettered excitement over investing in technology stocks has returned with a vengeance. It feels like a lifetime ago – actually, barely five months – when fear swept through the financial markets as the Covid-19 global pandemic sent the world economy into an abyss. Entire economies were effectively shut down with ramifications as uncertain as predicting the weather.
While ensuring your documents and your household are in order is a critical step, it's only one part in the process of "finishing well." A fruitful and often ignored step is engaging in conversations with our family and friends about our thoughts and wishes for our living and dying. Here are recommendations for the who, what, when, where & why of end-of-life discussions.
After checking your medical plan, getting supplies, padding your bank account, getting an estate plan in order, and deciding if you will return to work and how you will handle childcare, you may be asking, “Am I all set?” “Is it smooth sailing from here on out?” Not quite! Let’s look at three more items that should be on your new parent financial checklist.
One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities. Thanks to video chat, you’ve been able to check in on family across the country and participate in birthday parties and graduation celebrations. You’ve used streaming services to watch movies and listen to music. You’ve used online news services and social media to keep up with current events and essential healthcare developments. These were likely things you did before, but like many trends, they rapidly accelerated in 2020.
The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make. Patricia Sklar discusses both topics in this article.