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.

father and son

Do you wish you had started working with a financial advisor sooner?

firetruck and ambulance

After a tragedy, your world seems upside-down. Are you making mistakes that might compound a bad situation?

executive at home

Executives need to be prepared for the tax bills that come with earning stock awards and bonuses. These tips can help you handle a tax bill surprise.

aging parent and adult child

Adult children will eventually need to know about their parents’ finances in case of emergency. This list of 9 questions can help you talk to your aging parents about money.

two pensioners in their kitchen

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

woman holding up hand to stop

A millennial with a solid financial plan should avoid these seven things.

Bright Blog

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

 

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.

8 ON Tue, 03/10/2020 - 12:45

coworkers collaborating in an office

Whether growing or floundering, every organization reflects the individuals and leadership of which it is made.  At the same time, from top to bottom, from vision to execution, each individual evolves and becomes what they strive for as they reach their individual goals.

13 ON Fri, 03/06/2020 - 08:39

One life event more than any other marks a turning point for how seriously families consider their finances: having a baby. New babies bring new life challenges, with financial repercussions that can stretch into retirement.

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

woman is happy to receive a bonus check

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.

10 ON Tue, 02/18/2020 - 16:14

We all read the headlines about data breaches and hackers, but what does it mean, and what can we do to protect ourselves? Lisa talks with Geoff Bernard, Brightworth Senior Systems Analyst, about current dangers, mistakes he's witnessed, and steps to make yourself less vulnerable.

10 ON Mon, 01/27/2020 - 16:05

While no one gets married expecting to one day get divorced, if a marriage ends, women especially need to be financially prepared.

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.