Bright Ideas

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

Have you been wondering if early retirement is right for you? The Covid-19 pandemic has pushed many executives to face this choice. Wealth advisor Lisa Brown shares how she discusses the topic with her clients to help them make the best decision for their situation.

Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone. Bud Boland and Patricia Sklar share six scenarios to consider before deciding if this strategy is right for you.

work from home family

If you’ve been working from home this year you may have noticed an increase in the amount of money you are able to save. Take advantage of this time before you return to the office to consider these ideas from associate wealth advisor Josh Monroe on how you can maximize your finances.

Entering the fourth quarter, all eyes are on the U.S. presidential election. As is the case every four years, the dire predictions of what is to come if either candidate wins are now daily headlines.

male pilot flipping a switch in a cockpit

Furloughs, job cuts, and early retirement are on the minds of many pilots. Now is the time for them to get their finances in order. Wealth advisor Chase Mouchet shares the advice he gives to pilots.

man sitting at table outside restaurant alone

Many corporate executives are now asking themselves "Does it make sense to take an early retirement?" Wealth advisor Lisa Brown shares the advice she gives to her clients who are considering taking early retirement packages.

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