Bright Ideas

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

jump into water

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.

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