Bright Blog

Bright Blog

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

 

Thu, 05/13/2021 - 16:00

A home equity line of credit could be a helpful temporary source of liquidity for extra cash needs in retirement, especially for retirees who generate most of their income from tax-deferred accounts like a 401(k) or IRA.  Here are four common scenarios where this line of credit could make sense.

Author uid: 38
Thu, 05/13/2021 - 15:45

We take a deeper dive into the Element of Leisure. How can you use your wealth to bring greater satisfaction to this area of retirement life?

Author uid: 11
Thu, 04/29/2021 - 16:16

One of the primary comments of the Retiring Well philosophy is there are two sides to money. What are the two sides of money and how do they affect our financial decision- making?

Author uid: 11
Thu, 04/29/2021 - 14:37

Since late 2019, two significant pieces of legislation have changed some of the rules for required minimum distributions (RMDs) for retirees and other IRA beneficiaries. If RMDs impact you, keep these key rules top of mind for 2021.

Author uid: 38
Thu, 04/15/2021 - 09:51

pilot in a private plane

As a pilot, I make hundreds of decisions on a single flight to get my family safely to our destination.  Some of those decisions are conscious, and some are not.  They all, however, are influenced by internal and external factors.  Most importantly, they are influenced by experience and by attitude. 

Author uid: 0
Wed, 04/14/2021 - 15:52

For those looking to help cover the rising cost of higher education for their grandchildren, Chase Mouchet shares the 5 key features and benefits of the 529 Plan and why it may be a great tool to consider.

Author uid: 38
Mon, 03/29/2021 - 14:21

An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.

Author uid: 10
Thu, 03/25/2021 - 10:19

There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...

Author uid: 11
Thu, 03/25/2021 - 10:09

While your retirement may not have the same price tag, mileage, or objective as the Perseverance rover mission, there are a few crucial components for a successful landing into retirement.  Here are a few to keep in mind...

Author uid: 38
Mon, 03/08/2021 - 15:15

chess board

In 2005, I played the Queen’s Gambit in a crowded room in a public library in Hershey, Pennsylvania. No, I wasn’t streaming the hit Netflix show that would be released 15 years later. I was playing a chess opening called the Queen’s Gambit in a local tournament.  

Author uid: 262
Thu, 03/04/2021 - 18:06

family moving in to a new home carrying boxes

With many of us spending much of the last twelve months under some degree of “house arrest” through the COVID-19 pandemic, residential real estate is largely booming.

Author uid: 13
Mon, 03/01/2021 - 16:44

lost wallet on a bench

Last week I had a friend come up to me in an absolute panic. She had lost her wallet. After walking her through what she needed to do, I decided I should memorialize the steps for anyone this may help going forward. 

Author uid: 90

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