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.

 

351 ON Tue, 04/21/2020 - 15:55

woman on plane looking out window

Most areas of life require us to take action when something goes wrong. If your house catches fire, you should grab a fire extinguisher or call the fire department. If you break an arm, you need to go see a doctor to get it fixed. But there are a few areas where it is best to do the least intuitive thing of all: absolutely nothing.

114 ON Tue, 04/21/2020 - 11:44

woman holding baby on lap at desk

In my new day-to-day in which video conferences supplement my previous electronic diet of texts and emails, there’s a recurrent theme emerging beneath the purely transactional messages. Am I doing enough?

11 ON Tue, 04/21/2020 - 09:39

father and son

In our Retiring Well content, we talk a lot about health and wellness. It should come as no shock that healthcare and health-related costs make up a significant portion of both potential retirement expenses and anxiety levels.

86 ON Wed, 04/15/2020 - 09:49

man using video chat

Business owners - when we finally emerge from the coronavirus pandemic, how would you like to take a nice, long vacation?

291 ON Tue, 04/14/2020 - 14:38

woman sitting in home office

With millions of people working from home now, and some suddenly having to get creative with their home office set up, make sure you are still working in a healthy environment.  Here are some tips to improve your new workspace!

14 ON Tue, 04/14/2020 - 13:54

woman looking at her computer worried

While most of the country focuses on staying healthy and safe during the current pandemic, it’s hard to escape the real economic impact all of this has taken. The general age group most susceptible to the health dangers of COVID-19, people 60 years old and older, and includes many Americans who are nearing retirement.

90 ON Tue, 04/14/2020 - 13:34

woman thinking and writing

The most common question I have received from my clients over the last month Is “Should I invest some of the cash I’ve been sitting on?” Whether you have saved your last bonus, had a liquidity event such as sale of a rental property or received an inheritance, or you have just been thrifty, let me walk you through the exercise I take my clients on when answering this important question.

 
8 ON Mon, 04/13/2020 - 10:22

video call with team

Having been in the business world for over 40 years now and having experienced several (let’s not count!) economic and stock market upheavals, a quote often attributed to Mark Twain (aka Samuel Clemens) comes to mind:  “History doesn’t repeat itself, but it often rhymes”.

38 ON Thu, 04/09/2020 - 10:33

making a donation on your phone

During the COVID-19 pandemic, many people want to stretch the impact of their dollars for their families while continuing to help others.  Even during a downturn, donating stock may be one way to achieve that goal and support the nonprofits that are tirelessly serving our communities during this time of urgent need.  

8 ON Wed, 04/08/2020 - 18:40

woman meditating at work

In our personal and professional lives, we are continually learning about one another, subtly adjusting our behavior as we understand ourselves and understand others in order to get along,enjoy being together and become more effective. While every day is different, we generally know each other’s habits and reactions in most situations. In other words, normal behavior.

11 ON Wed, 04/01/2020 - 16:15

father and daughter talk on a video call

Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is part of our lives. I hope this is short-lived, but in the meantime, we should do everything we can to thrive during this time.

10 ON Mon, 03/16/2020 - 12:39

woman using a tablet at home to check her finances

As we all watch the latest news about the coronavirus, it’s easy to be scared about our physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.