Bright Blog

Bright Blog

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

 

38 ON Fri, 04/16/2021 - 14:07

For those looking to help cover the rising cost of higher education for their grandchildren, Chase Mouchet shares the 5 key features and benefits of the 529 Plan and why it may be a great tool to consider.

10 ON Mon, 03/29/2021 - 14:28

An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.

11 ON Thu, 03/25/2021 - 11:00

There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...

38 ON Thu, 03/25/2021 - 10:59

While your retirement may not have the same price tag, mileage, or objective as the Perseverance rover mission, there are a few crucial components for a successful landing into retirement.  Here are a few to keep in mind...

10 ON Wed, 03/10/2021 - 15:30

taking stock with lisa brown podcast

Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.

262 ON Mon, 03/08/2021 - 15:20

chess board

In 2005, I played the Queen’s Gambit in a crowded room in a public library in Hershey, Pennsylvania. No, I wasn’t streaming the hit Netflix show that would be released 15 years later. I was playing a chess opening called the Queen’s Gambit in a local tournament.  

13 ON Thu, 03/04/2021 - 18:11

family moving in to a new home carrying boxes

With many of us spending much of the last twelve months under some degree of “house arrest” through the COVID-19 pandemic, residential real estate is largely booming.

90 ON Mon, 03/01/2021 - 16:48

lost wallet on a bench

Last week I had a friend come up to me in an absolute panic. She had lost her wallet. After walking her through what she needed to do, I decided I should memorialize the steps for anyone this may help going forward.

11 ON Thu, 02/25/2021 - 09:10

Most productivity books you have read probably centered around your work life. Read Atomic Habits and think about your elements of retirement and the multiple phases of retirement. What bad habits will you need to break and what good habits will you need to create?

38 ON Mon, 02/22/2021 - 18:01

The recent severe winter weather that impacted millions of people in Texas and across the United States has reminded us of the importance of planning ahead for inclement weather and staying connected with loved ones.

86 ON Thu, 02/18/2021 - 15:43

business owner working at home

On December 27, 2020, the President signed into law the Consolidated Appropriations Act, 2021 (The Act), which introduces several new relief opportunities for both businesses and individuals.

11 ON Thu, 02/11/2021 - 13:09

Between the ages of 50 and 70, most people experience a significant amount of life change. Transitions are a natural and regular occurrence in our lives. They represent a shift from what was to what is. While normal, they still contribute to a significant amount of the stress in our lives, both positive and negative. Change can create friction in our comfort, our relationships, and our identity. It can also represent great opportunity and growth.