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.

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Some of your most treasured possessions could be virtual ones. Brightworth's Josh Monroe shares how to put a plan in place to pass them down.

Non-cash assets can increase the impact of their charitable giving, but it's not always easy to understand how.

The stock market ebbed and flowed but finished the quarter higher. Wavering prospects for trade negotiations and softer economic data were outweighed by expectations of lower interest rates from the Federal Reserve.

model house and keys

The wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve. Brighworth's Lisa Brown discusses the lifestyle and financial questions to consider before committing a large amount of retirement cash into a house.

For those born between 1981 and 1996, retirement is decades in the future. However, it’s never too early for young professionals to begin planning. Brightworth’s Wesley Wood was one of the financial professionals who spoke with the Atlanta Business Chronicle about what millennials can do now for the future.

Planning for how to handle health care expenses during your retirement can be a sobering undertaking. Brightworth’s Bud Boland joined other financial professionals who shared with the Atlanta Business Chronicle some wise steps to take.

Bright Blog

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

 

Lisa Brown ON Thu, 12/27/2018 - 00:00

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.

Annika Cushnie ON Mon, 12/17/2018 - 14:25

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.

Dave Polstra ON Mon, 12/10/2018 - 08:59

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.

Ryan Halpern ON Tue, 11/27/2018 - 14:58

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.

Charlie Jordan ON Thu, 11/15/2018 - 10:26

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.

Lisa Brown ON Tue, 10/30/2018 - 11:59

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.

Patricia D. Sklar ON Wed, 10/24/2018 - 09:25

With Halloween on the horizon, I thought it might be time to talk about scary movies.  When I was a kid, I used to watch scary movies with my dad.  My dad likes to tell the story about how when we watched...

Patricia D. Sklar ON Wed, 09/26/2018 - 15:46

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...

Charlie Jordan ON Fri, 09/21/2018 - 15:23

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.

Patricia D. Sklar ON Wed, 08/15/2018 - 13:09

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).

Lisa Brown ON Thu, 06/28/2018 - 09:54

Running out of money in retirement is one of the biggest fears many people face. In this brief video, Brightworth's Lisa Brown offers five tips to help protect yourself from such risk and ensure peace of mind as your enter this new phase of life. 

Charlie Jordan ON Thu, 06/28/2018 - 09:36

It's been said that the only constant in life is change. In his Transitions video series, Brightworth's Charlie Jordan discusses the major transitions in life, their financial impact and how to navigate through these changes with clarity and peace of mind,