A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. I would go crazy.”
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
Last month, it appeared that Scrooge, the Grinch, and the Wet Bandits from the movie “Home Alone” were conniving to steal Christmas from investors.
Many of my clients nearing retirement talk a lot about life after work. But do you know what they often worry about most? Not just money – but how to wisely use their time, talent, influence, AND money in their retirement years.
Celebrating New Year’s Eve and New Year’s Day are always a lot of fun. On New Year’s Eve, my husband and I celebrate with our young children by ringing in the New Year with friends who also “risk” trying to see if their little ones can make it to midnight as well! Sometimes we make it to midnight, sometimes we depart by 9pm as someone is melting down.
Several years ago, I met with an attorney with a large Atlanta law firm who was nearing retirement. He lived a nice lifestyle that included multiple homes and funds to cover a private education for his children and a country club membership.
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.
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.
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.
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.
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...
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...
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.