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.
Last month, it appeared that Scrooge, the Grinch, and the Wet Bandits from the movie “Home Alone” were conniving to steal Christmas from investors.
Many of my clients nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years.
Celebrating New Year’s Eve and New Year’s Day are always a lot of fun. On New Year’s Eve, my husband and I celebrate with our young children by ringing in the New Year with friends who also “risk” trying to see if their little ones can make it to midnight as well! Sometimes we make it to midnight, sometimes we depart by 9pm as someone is melting down.
A financial strategy that is easy to manage is so important to help busy attorneys pay taxes, save for retirement and other goals, and have the cash flow needed for living expenses. Here are five fundamental steps any attorney should consider right now.
One of my favorite clients passed away this year at age 94. Captured by the German Army during the Battle of the Bulge in World War II, his war stories were spellbinding. And after traveling to Germany as an executive at The Coca-Cola Company for more than 40 years, he actually met the soldier who apprehended him.
As 2019 open enrollment gets underway, I want to recommend that people strongly consider electing a high deductible health plan (HDHP) that is coupled with a Health Savings Account (HSA). HSAs have significant tax benefits and are an excellent way to sock away money now for medical expenses in retirement.
As the end of 2018 draws near, many Brightworth clients will begin considering giving money to their favorite charities and nonprofit organizations. But recent changes to the federal tax laws have the potential to dramatically alter those plans. So, I wanted to lay out a potential strategy now for people to consider implementing before December 31.
As the U.S. equity market gets set to conclude its worst October performance since the financial crisis, it’s natural for people to wonder if their investments are well positioned. This is a typical reaction when prices swing sharply – such as the Dow rising and falling hundreds of points, often in the same day.
Every business has its jargon, and we financial professionals are no exception. But have no fear, I will help you understand what we’re saying. Here are a few terms you may want to know...
A blank calendar filled with nothing but free time can be every bit as stressful as a packed work week. Here are some ideas for creating a new retirement schedule that will keep you growing, learning, experiencing new things, and making meaningful connections with your community.
According to a recent report, Georgia lost its crown spot as #1 for feature films being made…well for 2017. But we only lost to Canada (an entire country), and we remained ahead of LA (well actually both LA’s: Hollywood and Louisiana).