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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What does fee-only mean?

Bright Ideas

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

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.

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.

Ever wondered what you shouldn’t do with your money? If you are a Millennial trying to build wealth you should really read Tom Presley's article featured on Kiplinger.com on 10 Money Mistakes Millennials Need to Avoid!

  • 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

Introduction

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.

Bright Blog

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

 

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. 

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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,

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Wed, 06/27/2018 - 16:35

At some point in their lives, 90% of women will be solely responsible for their finances due to the loss of a spouse. This can prove to be a very frightnening time for women who have never been involved in their family's finances. In this brief video, Brightworth's Lisa Brown offers three financial tips to help married women get a handle on their money.

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