Bright Ideas

Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year if the bull market following the Great Recession, markets are at or near all-time highs, but recent volatility has some investors uncertain on where the markets will go from here. Many are re-evaluating their relationship with their financial advisor to ensure that they are in good hands.

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Bright Ideas

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

The end of 2019 is in sight, but Lisa Brown reminds us there's plenty of time left to make a number of financial moves that will help improve your retirement savings, reduce your tax bill and benefit your community.

Josh Monroe explains that once you see what you could gain by stuffing your piggy bank now, you'll understand there really is no time like the present.

Ever wondered what you shouldn’t do with your money? If you are a Millennial trying to build wealth you should really read Tom Presley's article featured on Kiplinger.com on 10 Money Mistakes Millennials Need to Avoid!

  • Strong consumer spending kept U.S. economy growing
  • Stocks were mixed for the quarter, but strong start YTD
  • Bonds on pace for best year in nearly a decade

Introduction

Are you married to someone receiving benefits? Do you have young children? Have you lost your spouse? Are you thinking about going back to work after retiring early but are afraid your Social Security check will take a big hit?

Some of the most valuable financial lessons are learned in hindsight. Lisa Brown shares ways to live a happier, more secure life by avoiding these familiar financial foibles.

Bright Blog

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

 

Thu, 10/24/2019 - 17:10

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

Author uid: 10
Thu, 10/24/2019 - 16:10

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

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Tue, 08/13/2019 - 13:52

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

Author uid: 10
Fri, 08/02/2019 - 09:34

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

Author uid: 11
Mon, 07/29/2019 - 15:25

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

Author uid: 11
Fri, 07/19/2019 - 07:49

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

Author uid: 11
Fri, 07/19/2019 - 07:37

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

Author uid: 10
Fri, 07/05/2019 - 13:22

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

Author uid: 11
Mon, 06/24/2019 - 09:45

Research shows that 75 percent of business owners are unhappy within a year of selling their business. This is why understanding when to sell your businessis so consequential

Author uid: 12
Fri, 06/21/2019 - 10:15

An oft-forgotten area of focus in all this planning is one’s own health. Here are recommendations on how to take care of your own health and fitness as you prepare for the next phase of your life.

Author uid: 11
Mon, 06/17/2019 - 11:36

 

The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?

Author uid: 10
Mon, 06/03/2019 - 08:54

It’s amazing to me that a show can start off so strongly, with critical acclaim and a massive following and, at least in the opinion of many, finish so weakly. There is nothing worse than a bad ending.  In real life you don’t want to be that way either.

Author uid: 90