Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywide. While most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
The most common reason I hear people jumping ship to a shinier boat is for a “better opportunity.” However, let’s unpack what a “better opportunity” truly looks like.
“What is your unique ability?” It’s an executive coaching question that gets asked a lot. Questions like these are valuable because few of us take the time to ask and answer that question ourselves and leverage the answer.
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.
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.
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.
Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone