Bright Ideas

Choosing the right advisor

As the saying goes, "When times are good, anyone can make money." In the tenth year of the bu;; market following the Great Recession, markets are at or near all-time highs, but recent volatility has some i nvestors 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.

seniors do yoga in the park

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

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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, including:

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!

piggy bank drowning in water

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. 

CI Financial and Brightworth

TORONTO and ATLANTA (March 15, 2021) – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX), a diversified global asset and wealth management company, today announced an agreement to acquire Brightworth, LLC (“Brightworth”) of Atlanta, a registered investment advisor with approximately US$4.7 billion1 in assets. 

Bright Blog

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

 

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. 

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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.

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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.

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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...

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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.  

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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.

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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. 

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Thu, 02/25/2021 - 09:07

Most productivity books you have read probably centered around your work life. Read Atomic Habits and think about your elements of retirement and the multiple phases of retirement. What bad habits will you need to break and what good habits will you need to create?

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Tue, 02/23/2021 - 09:48

woman stranded in car in snow

The recent severe winter weather that impacted millions of people in Texas and across the United States has reminded us of the importance of planning ahead for inclement weather and staying connected with loved ones.

Author uid: 38
Wed, 02/17/2021 - 15:15

business owner working at home

On December 27, 2020, the President signed into law the Consolidated Appropriations Act, 2021 (The Act), which introduces several new relief opportunities for both businesses and individuals.

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Mon, 02/15/2021 - 11:06

taking stock with lisa brown podcast

Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.

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