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.

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Bright Ideas

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

As we close out 2021, the landscape of the financial markets is one of the most unique in history.  Never before have we seen a period of unbridled bullish investor sentiment, record earnings, and stock market all-time highs, coupled with job market dysfunction, massive supply chain disruptions, and unprecedented fiscal and monetary stimulus.

father and son

Do you wish you had started working with a financial advisor sooner?

firetruck and ambulance

After a tragedy, your world seems upside-down. Are you making mistakes that might compound a bad situation?

executive at home

Executives need to be prepared for the tax bills that come with earning stock awards and bonuses. These tips can help you handle a tax bill surprise.

aging parent and adult child

Adult children will eventually need to know about their parents’ finances in case of emergency. This list of 9 questions can help you talk to your aging parents about money.

two pensioners in their kitchen

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

Bright Blog

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

 

11 ON Thu, 04/29/2021 - 16:19

One of the primary comments of the Retiring Well philosophy is there are two sides to money. What are the two sides of money and how do they affect our financial decision- making?

38 ON Thu, 04/29/2021 - 14:58

Since late 2019, two significant pieces of legislation have changed some of the rules for required minimum distributions (RMDs) for retirees and other IRA beneficiaries. If RMDs impact you, keep these key rules top of mind for 2021.

354 ON Thu, 04/22/2021 - 14:43

pilot in a private plane

As a pilot, I make hundreds of decisions on a single flight to get my family safely to our destination.  Some of those decisions are conscious, and some are not.  They all, however, are influenced by internal and external factors.  Most importantly, they are influenced by experience and by attitude. 

38 ON Fri, 04/16/2021 - 14:07

For those looking to help cover the rising cost of higher education for their grandchildren, Chase Mouchet shares the 5 key features and benefits of the 529 Plan and why it may be a great tool to consider.

10 ON Mon, 03/29/2021 - 14:28

An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.

11 ON Thu, 03/25/2021 - 11:00

There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...

38 ON Thu, 03/25/2021 - 10:59

While your retirement may not have the same price tag, mileage, or objective as the Perseverance rover mission, there are a few crucial components for a successful landing into retirement.  Here are a few to keep in mind...

10 ON Wed, 03/10/2021 - 15:30

taking stock with lisa brown podcast

Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.

262 ON Mon, 03/08/2021 - 15:20

chess board

In 2005, I played the Queen’s Gambit in a crowded room in a public library in Hershey, Pennsylvania. No, I wasn’t streaming the hit Netflix show that would be released 15 years later. I was playing a chess opening called the Queen’s Gambit in a local tournament.  

13 ON Thu, 03/04/2021 - 18:11

family moving in to a new home carrying boxes

With many of us spending much of the last twelve months under some degree of “house arrest” through the COVID-19 pandemic, residential real estate is largely booming.

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?