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.

Dave Polstra

Congratulations to Brightworth’s co-founder and partner, Dave Polstra, who received the Greater Good Award from Georgia Planned Giving Council for 2020/2021! Dave has worked for more than 20 years with his clients to develop giving strategies to charities across metro Atlanta.

seniors do yoga in the park

As your life changes, your financial plan may change too. And that’s OK.

father walks daughter down the aisle

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your kid’s future ex, here’s what you should do.

webinar at home

Lisa Brown is joined by wealth advisors Brett Covert and Patricia Sklar for a concise 30-minute presentation for working professionals who want to know if their 401(k) investment strategy is in good shape.

With the first quarter of 2021 behind us, the economy is in full-blown recovery mode. According to the Wall Street Journal, real (after inflation) GDP forecasts are for 6% growth by the end of the year. This would result in net growth of 2% over the past two years…during a pandemic!

Interest rates have been on the rise lately causing many investors to become increasingly nervous that the upward trend may have much further to go. 

Bright Blog

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

 

11 ON Wed, 02/19/2020 - 16:15

Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.

84 ON Fri, 01/24/2020 - 09:42

As you turn the page to 2020, it is important to be mindful of changes to various savings limits set by the IRS and state tax authorities.

If you intend to maximize your savings to any one of the following accounts this year, be sure that you have verified with your HR department that you are on track to contribute the maximum amounts for 2020. 

11 ON Wed, 01/08/2020 - 11:58

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

10 ON Mon, 12/09/2019 - 08:24

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

10 ON Thu, 10/24/2019 - 17:10

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

10 ON Thu, 10/24/2019 - 16:10

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

10 ON Tue, 08/13/2019 - 13:52

The fourth episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

11 ON Fri, 08/02/2019 - 09:34

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

11 ON Mon, 07/29/2019 - 15:25

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

11 ON Fri, 07/19/2019 - 07:49

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

10 ON Fri, 07/19/2019 - 07:37

The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?

11 ON Fri, 07/05/2019 - 13:22

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp