Bright Ideas

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.

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Bright Ideas

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

work from home family

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.

male pilot flipping a switch in a cockpit

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.

man sitting at table outside restaurant alone

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.

brightworth named to barron's top 100 list

Brightworth is pleased to announce we have been recognized among the Top 100 Independent Advisories in America by Barron’s, a leading financial magazine.

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On September 10th Brightworth hosted a webinar that took a look back at the financial impact of the pandemic on the economy and markets, and considered what lies ahead with the upcoming election.

Bright Blog

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

 

11 ON Fri, 06/21/2019 - 10:15

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.

10 ON Mon, 06/17/2019 - 11:36

 

The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?

90 ON Mon, 06/03/2019 - 08:54

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.

10 ON Thu, 05/30/2019 - 10:26

I'm excited to share that I've started a new podcast, Talking Stock with Lisa Brown. The first episide is Shocked by your 2018 Tax Bill?

380 ON Wed, 05/22/2019 - 12:28

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.

 

11 ON Mon, 05/13/2019 - 13:08

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.

380 ON Fri, 05/10/2019 - 08:30

Are you considering leaving your job to be a stay-at-home parent? If you’re a little older, how about going back to school for a new degree or retiring earlier than your spouse?

Whatever the reason a working couple is considering going from two incomes to one, this decision can sometimes be overwhelming and even frightening. However, like many major events, anyone can sail through this transition with proper planning and be glad they made the change.

 

12 ON Wed, 05/08/2019 - 11:28

As mentioned in Part 1, most business owners will leave substantial dollars on the table when they sell their business, and less than one-third of business owners will be able to successfully transition out of their business.

12 ON Wed, 05/08/2019 - 11:26

If you’re a business owner, you’ve likely spent years, possibly decades, building your business. No doubt you’ve poured your heart, soul and much of your finances into making your business successful.  Unfortunately, if you’re like most business owners, you probably haven’t spent much time planning to capture the value you’ve created in your business. 

90 ON Tue, 04/30/2019 - 14:14

I hate this cliché, but it kind of fits…Rome wasn’t built in a day. Your goals don’t have to be accomplished in day, or even a year. The important thing is to set goals, make progress and keep at it. Doing nothing will not produce results. As Mark Twain famously said, “The secret of getting ahead is getting started.”

380 ON Fri, 04/05/2019 - 12:21

What did your parents teach you about money growing up? Was money an open conversation in your family or a taboo topic? Regardless of their intentions, each of our parents taught us something about money. Here are some tips for how to purposefully teach your young children about money and make it fun!

15 ON Tue, 02/26/2019 - 11:51

It’s been 10 years since the last bear market, commonly defined as a sustained decline of 20 percent or more. We experienced a significant correction late last year, with stock dropping almost, but not quite 20 percent. Equity prices have since staged an impressive recovery so far this year. While we don’t know if the next bear market is right around the corner or a long time away, to successfully navigate the next one and keep their investment strategy intact, investors need to know three things...