Bright Blog

Bright Blog

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

 

Dave Polstra ON Monday, December 10, 2018 - 09:00

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 Tuesday, November 27, 2018 - 15:31

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 Thursday, November 15, 2018 - 10:27

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 Tuesday, October 30, 2018 - 12:02

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 Wednesday, October 24, 2018 - 09:28

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 Wednesday, September 26, 2018 - 15:48

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 Friday, September 21, 2018 - 15:27

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 Wednesday, August 15, 2018 - 13:28

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 Friday, August 3, 2018 - 10:49

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.

Charlie Jordan ON Friday, August 3, 2018 - 10:46

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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