Bright Ideas

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

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Annika Cushnie, Partner and Wealth Advisor, shares  strategies that high-income earners should consider to counteract the new cap on the SALT (State and Local Tax) deduction.

After a record fifteen positive months in a row, the S&P 500 posted negative returns in February and March, and experienced its first 10% correction in two years.  Despite the return of volatility, the S&P 500 finished the quarter down just -0.8% because of its strong start.

The clock is ticking for those still not done preparing their 2017 tax returns. To help beat it, Brightworth’s Jason Cross has these five timely tips.

Do you know someone who has worked for The Coca-Cola Company (TCCC) for the past 10 years? Given the long-term incentive stock and cash awards that are set to pay out in 2018, this could be their biggest income and tax year ever! 

Brightworth specializes in helping busy professionals of The Coca-Cola Company build and maintain a financial strategy to address their retirement planning, college funding, investments, risk management, estate planning and philanthropic objectives.

If so, now is the time to get their finances in order. They probably have financial questions that need timely answers, and this paper will address ten key areas that they'll need to be prepared for during a job transition period.

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