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.

As we close out 2021, the landscape of the financial markets is one of the most unique in history.  Never before have we seen a period of unbridled bullish investor sentiment, record earnings, and stock market all-time highs, coupled with job market dysfunction, massive supply chain disruptions, and unprecedented fiscal and monetary stimulus.

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.

Bright Blog

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

 

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.

10 ON Thu, 10/24/2019 - 17:10

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

10 ON Thu, 10/24/2019 - 16:10

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

10 ON Tue, 08/13/2019 - 13:52

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

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