Lisa Brown shares advice on how to handle your severance pay, stock options, and 401(k) if you have lost your job due to the Coronavirus crisis.
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.
Congratulations, you just got a nice bump in your paycheck. Lisa Brown shares ways you can enjoy some, and then make the rest really work for you.
Bonus checks will begin arriving during the next few weeks for many corporate executives and managers. Ryan Halpern discusses how to make a clear plan on how to best save, invest and spend this money.
The market was hot in 2019, but investors shouldn't count on a repeat performance going forward. Lisa Brown shares four smart moves to position yourself well in 2020.
The market is off to a good start this year. The Brightworth team is pleased to share our 2020 Investment Commentary videos. In these brief videos, Brightworth’s Chief Investment Officer, Don Wilson, and Director of Portfolio Management, Jeff Harrell, look ahead to some of the major topics for 2020:
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
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.
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.
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.
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.