Bright Ideas

Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year of 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.

Learn more

What does fee-only mean?

Learn more

Bright Ideas

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

Dave Polstra

Congratulations to Brightworth’s co-founder and partner, Dave Polstra, who received the Greater Good Award from Georgia Planned Giving Council for 2020/2021! Dave has worked for more than 20 years with his clients to develop giving strategies to charities across metro Atlanta.

seniors do yoga in the park

As your life changes, your financial plan may change too. And that’s OK.

father walks daughter down the aisle

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future ex, here’s what you should do.

webinar at home

Lisa Brown is joined by wealth advisors Brett Covert and Patricia Sklar for a concise 30-minute presentation for working professionals who want to know if their 401(k) investment strategy is in good shape.

With the first quarter of 2021 behind us, the economy is in full-blown recovery mode. According to the Wall Street Journal, real (after inflation) GDP forecasts are for 6% growth by the end of the year. This would result in net growth of 2% over the past two years…during a pandemic!

Interest rates have been on the rise lately causing many investors to become increasingly nervous that the upward trend may have much further to go. 

Bright Blog

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

 

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.

86 ON Thu, 02/11/2021 - 10:44

I received this text message from my son the other night: “Hey, Dad, what’s going on with all this GameStop business? And AMC? Everyone in my fraternity is talking about it. Apparently someone made like $25k.” When I received it, I knew it was time for a chat – and a note to many of our clients.

380 ON Tue, 02/09/2021 - 09:31

couple having a romantic dinner

"Two double beds? You have to be kidding me. We’re here to celebrate our first anniversary!” This unfortunate true story is one that my wife and I can now laugh about. Money was tight our first year of marriage, but we still wanted a quick getaway to celebrate

11 ON Fri, 01/29/2021 - 09:40

The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year, including the hopes of resumed leisure travel. But while it's good to have things to look forward to, your travel plans for the year will have to account for COVID-19 whether you receive a vaccine or not.

90 ON Thu, 01/21/2021 - 16:53

woman writing goals on paper

When it comes to New Year’s resolutions, I like to keep my goals attainable. I remember watching Phil Dunphy on Modern Family trying to walk to Canada on an elliptical machine and thinking: “why would you ever put yourself through that torture?” 

10 ON Wed, 12/16/2020 - 10:11

You think a long weekend while the kids are with the grandparents should be relaxing, right? You're right, but what if something goes wrong?

354 ON Wed, 12/16/2020 - 10:08

The end of 2020 is in sight, but there is still 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.

11 ON Wed, 12/02/2020 - 11:42

What if you could measure your retirement life in the areas that matter most? Would it be worthwhile to provide structure to your annual and long-term life goals in retirement? There are a number of tools in the world of personal coaching that help provide a baseline of satisfaction in various areas of your life.