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.
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.
What does fee-only mean?
Read what Brightworth advisors and planners have to say about wisely managing your financial future.
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.
- 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
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.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone
The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?
Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp
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.
The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?
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.