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.

diet plate

Here’s a New Year’s resolution that will stick, get in the best financial shape of your life! Wealth advisor Patricia Sklar has created this easy and effective financial workout everyone should try.  

coronavirus vaccine

Despite the dire warnings of many in the media that a contested presidential election would cause mass upheaval in financial markets, relative calm has ensued. Following the election, the S&P 500 has staged a sharp rally, despite the continued uncertainty surrounding the political fallout of the results. 

hand reaching out of computer screen

The holiday season is in full swing not only for shopping, but for cyber-criminals too. We’ve begun the busiest online shopping season, and the bad guys are planning to get rich with your money. So, here are this year's Top 10 Holiday Cybersecurity Alert Tips. 

family in the kitchen

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.

meeting with an advisor

Roth conversions have been a hot topic in recent years. The relatively low federal income tax rates now in effect can make conversions less taxing.

Bright Blog

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

 

14 ON Tue, 03/03/2020 - 15:36

Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywide. While most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.

90 ON Thu, 02/27/2020 - 14:09

The most common reason I hear people jumping ship to a shinier boat is for a “better opportunity.”  However, let’s unpack what a “better opportunity” truly looks like.

8 ON Wed, 02/26/2020 - 13:55

“What is your unique ability?”   It’s an executive coaching question that gets asked a lot.  Questions like these are valuable because few of us take the time to ask and answer that question ourselves and leverage the answer

11 ON Wed, 02/19/2020 - 16:15

Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.

84 ON Fri, 01/24/2020 - 09:42

As you turn the page to 2020, it is important to be mindful of changes to various savings limits set by the IRS and state tax authorities.

If you intend to maximize your savings to any one of the following accounts this year, be sure that you have verified with your HR department that you are on track to contribute the maximum amounts for 2020. 

11 ON Wed, 01/08/2020 - 11:58

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

10 ON Mon, 12/09/2019 - 08:24

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

10 ON Thu, 10/24/2019 - 17:10

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

10 ON Thu, 10/24/2019 - 16:10

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

10 ON Tue, 08/13/2019 - 13:52

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

11 ON Fri, 08/02/2019 - 09:34

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

11 ON Mon, 07/29/2019 - 15:25

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone