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.

woman excited about job offer

With skyrocketing unemployment rates due to Covid-19, many people are finding themselves searching for new job opportunities. Wealth Advisor Patricia Sklar shares her advice on determining which opportunities to go after.

small business owners in a warehouse

In this edition of the Brightworth Business Owner Discussion Series we’ll talk about many issues including:

  • What precautions to take when re-entering the workplace.
  • What to do if one of your employees contracts COVID-19.
  • How to determine what personal protection equipment is appropriate, and guidelines for safe work environment practices.   

If you’re in your 40s, you’ve been growing your wealth in the last decade since the 2008 recession. Now, you might have questions about how this current bear market will affect your 401(k). Associate Wealth Advisor Josh Monroe shares the reassuring answers he gives to his clients.

Ever wondered what you shouldn’t do with your money? If you are a Millennial trying to build wealth you should really read Tom Presley's article featured on Kiplinger.com on 10 Money Mistakes Millennials Need to Avoid!

If you had a solid plan in place before the downturn hit, it should still carry you through ... provided you don't do anything crazy in the meantime. Ryan Halpern offers some recommendations to consider if you are asking yourself: “What do I do now?”

Stocks are down since the coronavirus hit, but that doesn't have to present a hurdle for charitable giving. Chase Mouchet shares how opportunities for giving from your investment portfolio could be better than ever with the CARES Act.

Bright Blog

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

 

354 ON Tue, 01/29/2019 - 10:30

Last month, it appeared that Scrooge, the Grinch, and the Wet Bandits from the movie “Home Alone” were conniving to steal Christmas from investors.

11 ON Tue, 01/29/2019 - 09:34

Many of my clients nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years.

10 ON Thu, 12/27/2018 - 00:00

Celebrating New Year’s Eve and New Year’s Day are always a lot of fun.  On New Year’s Eve, my husband and I celebrate with our young children by ringing in the New Year with friends who also “risk” trying to see if their little ones can make it to midnight as well!  Sometimes we make it to midnight, sometimes we depart by 9pm as someone is melting down.

9 ON Mon, 12/17/2018 - 14:25

A financial strategy that is easy to manage is so important to help busy attorneys pay taxes, save for retirement and other goals, and have the cash flow needed for living expenses. Here are five fundamental steps any attorney should consider right now.

6 ON Mon, 12/10/2018 - 08:59

One of my favorite clients passed away this year at age 94.  Captured by the German Army during the Battle of the Bulge in World War II, his war stories were spellbinding.  And after traveling to Germany as an executive at The Coca-Cola Company for more than 40 years, he actually met the soldier who apprehended him.

14 ON Tue, 11/27/2018 - 14:58

As 2019 open enrollment gets underway, I want to recommend that people strongly consider electing a high deductible health plan (HDHP) that is coupled with a Health Savings Account (HSA).  HSAs have significant tax benefits and are an excellent way to sock away money now for medical expenses in retirement.

11 ON Thu, 11/15/2018 - 10:26

As the end of 2018 draws near, many Brightworth clients will begin considering giving money to their favorite charities and nonprofit organizations.  But recent changes to the federal tax laws have the potential to dramatically alter those plans. So, I wanted to lay out a potential strategy now for people to consider implementing before December 31.

10 ON Tue, 10/30/2018 - 11:59

As the U.S. equity market gets set to conclude its worst October performance since the financial crisis, it’s natural for people to wonder if their investments are well positioned. This is a typical reaction when prices swing sharply – such as the Dow rising and falling hundreds of points, often in the same day.

90 ON Wed, 10/24/2018 - 09:25

With Halloween on the horizon, I thought it might be time to talk about scary movies.  When I was a kid, I used to watch scary movies with my dad.  My dad likes to tell the story about how when we watched...

90 ON Wed, 09/26/2018 - 15:46

Every business has its jargon, and we financial professionals are no exception. But have no fear, I will help you understand what we’re saying. Here are a few terms you may want to know...

11 ON Fri, 09/21/2018 - 15:23

A blank calendar filled with nothing but free time can be every bit as stressful as a packed work week. Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.

90 ON Wed, 08/15/2018 - 13:09

According to a recent report, Georgia lost its crown spot as #1 for feature films being made…well for 2017. But we only lost to Canada (an entire country), and we remained ahead of LA (well actually both LA’s: Hollywood and Louisiana).