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.

 

11 ON Fri, 08/02/2019 - 09:34

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

11 ON Mon, 07/29/2019 - 15:25

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

11 ON Fri, 07/19/2019 - 07:49

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

10 ON Fri, 07/19/2019 - 07:37

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

11 ON Fri, 07/05/2019 - 13:22

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

12 ON Mon, 06/24/2019 - 09:45

Research shows that 75 percent of business owners are unhappy within a year of selling their business. This is why understanding when to sell your businessis so consequential

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.