Some of your most treasured possessions could be virtual ones. Brightworth's Josh Monroe shares how to put a plan in place to pass them down.
Choosing the right advisor
As the saying goes, "When times are good, anyone can make money." In the tenth year if 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.
What does fee-only mean?
Read what Brightworth advisors and planners have to say about wisely managing your financial future.
Non-cash assets can increase the impact of their charitable giving, but it's not always easy to understand how.
The wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve. Brighworth's Lisa Brown discusses the lifestyle and financial questions to consider before committing a large amount of retirement cash into a house.
For those born between 1981 and 1996, retirement is decades in the future. However, it’s never too early for young professionals to begin planning. Brightworth’s Wesley Wood was one of the financial professionals who spoke with the Atlanta Business Chronicle about what millennials can do now for the future.
Check out what Brightworth advisors and planners have to say about wisely managing your financial future.
Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone
The third episode of Taking Stock with Lisa Brown is Buying Your Dream Home?
Research shows that 75 percent of business owners are unhappy within a year of selling their business. This is why understanding when to sell your businessis so consequential
An oft-forgotten area of focus in all this planning is one’s own health. Here are recommendations on how to take care of your own health and fitness as you prepare for the next phase of your life.
The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?
It’s amazing to me that a show can start off so strongly, with critical acclaim and a massive following and, at least in the opinion of many, finish so weakly. There is nothing worse than a bad ending. In real life you don’t want to be that way either.
I'm excited to share that I've started a new podcast, Talking Stock with Lisa Brown. The first episide is Shocked by your 2018 Tax Bill?
Our clients often ask “How much do I need to save this year to be on track for retirement?” Obviously, there are a lot of variables that go into answering that question: retirement spending, assumed rate of return, pensions and Social Security to name a few. But perhaps the most important variable is the one that’s priceless: time. People with the most time on their side are those most likely to achieve their retirement goals. Those who save early end up way ahead of their procrastinating peers.