Insights & News

Use the search bar below to find information and updates from our expert advisors.

High earners should consider a ‘back door’ Roth IRA

The April 18 tax-filing deadline is looming, and many high earners are seeking to save more money and cut their taxes. At CNBC.com, Brightworth’s Mike DeWitt shares a strategy that may save significant taxes in retirement.

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Investment Commentary - First Quarter 2017

The stock market began the year on a strong note, picking up where it left off last year.  As the quarter drew to a close, investor sentiment cooled momentarily when the Trump administration failed to pass its first big policy item, the repeal and replacement of the Affordable Care Act.

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How retirement options figure into upcoming Tax Day deadline

It's tax time. Chase Mouchet, Senior Financial Planner at Brightworth, shares some ways to work toward your retirement goals while cutting your tax bill.

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A Trust Can Protect Your Adult Child's Assets

On Kiplinger.com, Brightworth partner and wealth advisor Lisa Brown writes that if you don't want money you've worked hard for to pass down to your son's or daughter's ex, then consider a trust.

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Brightworth's Managing Partner on 11Alive

Managing Partner Ray Padron was featured on 11Alive's Executive Profiles segment with the Atlanta Business Chronicle's editor, David Rubinger. You can view the clip at the link below, which not only tells Ray's personal story, but also looks at the history of the financial advisory industry, and some of the challenges individuals may face in managing their assets.

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Article written by Ryan Halpern featured on CNBC.com

With stocks at record highs, invest year-end bonus wisely. Many professionals and business executives are in the midst of receiving their 2016 performance bonuses, and plenty will receive hefty six-figure checks. But as they search for the best way to prudently invest this money, many are wary of plunking down such a large amount in a stock market at all-time highs.

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Article written by Charlie Jordan featured on FA-mag.com

In the wake of Donald Trump’s election as U.S. president, those of us in the financial and estate planning world are waiting to learn more about the fate of the estate tax. 

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Article written by Lisa Brown featured on Kiplinger.com

3 Tax-Planning Tips to Consider as Donald Trump Gets Down to Work

Before you make big moves with your savings, investing or inheritance plans, take a breath and weigh the likely consequences.

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Article written by Dave Polstra featured on CNBC.com

As we near the end of 2016, many people are deciding to make significant contributions to their favorite charities. With the stock market at record highs, those with investment portfolios have created a significant amount of wealth and may want to donate some of their wealth to help those who are less fortunate.

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