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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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 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.