Bright Ideas

Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year of 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.

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Bright Ideas

Read what Brightworth advisors and planners have to say about wisely managing your financial future.

father and son

Do you wish you had started working with a financial advisor sooner?

firetruck and ambulance

After a tragedy, your world seems upside-down. Are you making mistakes that might compound a bad situation?

executive at home

Executives need to be prepared for the tax bills that come with earning stock awards and bonuses. These tips can help you handle a tax bill surprise.

aging parent and adult child

Adult children will eventually need to know about their parents’ finances in case of emergency. This list of 9 questions can help you talk to your aging parents about money.

two pensioners in their kitchen

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

woman holding up hand to stop

A millennial with a solid financial plan should avoid these seven things.

Bright Blog

Check out what Brightworth advisors and planners have to say about wisely managing your financial future.

 

380 ON Tue, 02/09/2021 - 09:31

couple having a romantic dinner

"Two double beds? You have to be kidding me. We’re here to celebrate our first anniversary!” This unfortunate true story is one that my wife and I can now laugh about. Money was tight our first year of marriage, but we still wanted a quick getaway to celebrate

11 ON Fri, 01/29/2021 - 09:40

The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year, including the hopes of resumed leisure travel. But while it's good to have things to look forward to, your travel plans for the year will have to account for COVID-19 whether you receive a vaccine or not.

90 ON Thu, 01/21/2021 - 16:53

woman writing goals on paper

When it comes to New Year’s resolutions, I like to keep my goals attainable. I remember watching Phil Dunphy on Modern Family trying to walk to Canada on an elliptical machine and thinking: “why would you ever put yourself through that torture?” 

10 ON Wed, 12/16/2020 - 10:11

You think a long weekend while the kids are with the grandparents should be relaxing, right? You're right, but what if something goes wrong?

354 ON Wed, 12/16/2020 - 10:08

The end of 2020 is in sight, but there is still plenty of time left to make a number of financial moves that will help improve your retirement savings, reduce your tax bill and benefit your community.

11 ON Wed, 12/02/2020 - 11:42

What if you could measure your retirement life in the areas that matter most? Would it be worthwhile to provide structure to your annual and long-term life goals in retirement? There are a number of tools in the world of personal coaching that help provide a baseline of satisfaction in various areas of your life.

10 ON Mon, 11/02/2020 - 15:49

taking stock with lisa brown podcast

Your financial well-being isn't all about the numbers, or even about the markets. Much of it is about how you react to the markets and the news around you.

11 ON Wed, 10/21/2020 - 16:11

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.

11 ON Fri, 09/11/2020 - 14:44

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...

354 ON Fri, 09/11/2020 - 14:12

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.

10 ON Thu, 08/27/2020 - 13:53

The latest episode of Taking Stock with Lisa Brown is Is Now the Time to Dial Down Risk?

10 ON Fri, 08/14/2020 - 11:51

The latest episode of Taking Stock with Lisa Brown is Can You Be Picky Before Accepting That New Job?