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.

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Lots of investors sold stocks during the downturn. How do they get back in the market now? Wealth advisor Lisa Brown offers some recommendations to consider.

For those experiencing a pay cut or loss of bonus during the pandemic, the financial goal is to weather the storm until it’s over and come out as unscathed as possible. Patricia Sklar shares six tips to help you navigate this new climate to minimize any damage to your long-term wealth.

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.

Last quarter was another difficult one as efforts to slow the spread of Covid-19 led to the partial closure of our economy. Many of the most financially vulnerable Americans were hit the hardest. Further complicating the situation was the escalation of racial tensions in the wake of the death of George Floyd. Despite these tragic events, investors have seen a significant rebound in their account values as unprecedented monetary and fiscal policies have seemingly stemmed fears that the current economic slowdown will be long lasting.

When we advise business owners at Brightworth, we focus on developing and integrating financial, tax, and investment strategies for clients and their businesses so they can spend more time running their businesses, living their lives and loving the journey. Never is that relationship and process more important than when a client realizes that it’s time to exit the business.

piggy bank

Many people are spending less money becase of the Coronavirus pandemic. Associate wealth Advisor Josh Monroe shares how to make the most of your new spending habits.

Bright Blog

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

 

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).

10 ON Thu, 06/28/2018 - 09:54

Running out of money in retirement is one of the biggest fears many people face. In this brief video, Brightworth's Lisa Brown offers five tips to help protect yourself from such risk and ensure peace of mind as your enter this new phase of life. 

11 ON Thu, 06/28/2018 - 09:36

It's been said that the only constant in life is change. In his Transitions video series, Brightworth's Charlie Jordan discusses the major transitions in life, their financial impact and how to navigate through these changes with clarity and peace of mind,

10 ON Wed, 06/27/2018 - 16:35

At some point in their lives, 90% of women will be solely responsible for their finances due to the loss of a spouse. This can prove to be a very frightnening time for women who have never been involved in their family's finances. In this brief video, Brightworth's Lisa Brown offers three financial tips to help married women get a handle on their money.