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.

coins with percent sign

Last month we began the discussion on how a change in interest rates will affect your bond investments. The most important takeaway from this was to recognize why interest rates are changing.

doing taxes at desk

Join father/son CPA duo and tax experts Ryan and Harold Halpern for a concise 30-minute presentation on ways to help reduce taxes for 2021, and what working professionals should be doing today if tax rates rise.

Dave Polstra

Congratulations to Brightworth’s co-founder and partner, Dave Polstra, who received the Greater Good Award from Georgia Planned Giving Council for 2020/2021! Dave has worked for more than 20 years with his clients to develop giving strategies to charities across metro Atlanta.

couple disagreement, divorce

If you know someone over age 50 who is contemplating divorce, then share this webinar. Family law expert Steve Andrews and Brightworth’s finance expert Lisa Brown talk about "gray divorce".

seniors do yoga in the park

As your life changes, your financial plan may change too. And that’s OK.

father walks daughter down the aisle

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future ex, here’s what you should do.

Bright Blog

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

 

90 ON Fri, 08/07/2020 - 14:33

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!

11 ON Fri, 07/17/2020 - 13:41

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.

90 ON Thu, 07/09/2020 - 12:30

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.

10 ON Wed, 07/08/2020 - 15:58

Episode 13 of Taking Stock with Lisa Brown is Charitable Giving in Up and Down Markets.

10 ON Wed, 07/01/2020 - 13:15

Episode 12 of Taking Stock with Lisa Brown is Downsized During the Pandemic and Losing Your 6-Figure Job.

90 ON Tue, 06/30/2020 - 13:27

The US is one of few countries without national paid maternity leave. While the Family and Medical Leave Act (FMLA) guarantees 12 weeks of job-protected time off, this law only applies to public agencies, public and private elementary and secondary schools, and companies with 50 or more employees.

10 ON Mon, 06/08/2020 - 15:18

The tenth episode of Taking Stock with Lisa Brown is The Real Estate Market Amidst the Pandemic.

15 ON Mon, 06/08/2020 - 13:24

Volatility is back! Last week the stock market suffered one of its worst declines in months leaving many investors questioning if the rally from the March lows has come to an end.

11 ON Mon, 06/08/2020 - 13:09

man putting head in sand like ostrich

When it comes to your financial lives, ignorance isn’t always bliss, especially when it leads to procrastination, avoiding hard decisions, and not accepting the limitations of your resources. Living in ignorance or denial is not a healthy, long-term posture for financial success.

86 ON Wed, 05/13/2020 - 15:48

masked workers cleaning tables outside a restaurant

On Thursday, May 7, 2020, the Brightworth Business Exit and Transition Services (BETS) Team hosted a webinar for business owners with Jonathan Minnen, an attorney with Smith, Gambrell and Russell.

15 ON Wed, 05/13/2020 - 11:29

bull and bear figures on balance beam

Last month stocks delivered their best monthly return since 1987 with the S&P 500 rising 13%.  Stocks have built on these gains marginally in May, pushing the index up 34% from its March low and down less than 9% for the year.  Keep in mind this comes on the heels of a 31.5% return in 2019.

11 ON Wed, 05/13/2020 - 10:45

man holding box outside office

Things are different than you planned. The assumptions of your plan have changed. That may require a new approach and a resetting of what your “retirement dream” will be. Use this time to refocus on what matters most in your life.