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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What does fee-only mean?

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Bright Ideas

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

Brightworth has been monitoring the developments in the recent cyberattack linked to the SolarWinds Orion platform. We are dedicated to maintaining the security of your data and of our systems and want to share the status of our investigation into this widespread attack.

As 2020 has come to a close, we can’t help but reflect on what is sure to go down as one of the most unpredictable years the financial markets have ever seen.  The pandemic that rocked the entire globe in the first quarter has changed the world forever, with the end results still very much up in the air.

diet plate

Here’s a New Year’s resolution that will stick, get in the best financial shape of your life! Wealth advisor Patricia Sklar has created this easy and effective financial workout everyone should try.  

This is a test blog. 

hand reaching out of computer screen

The holiday season is in full swing not only for shopping, but for cyber-criminals too. We’ve begun the busiest online shopping season, and the bad guys are planning to get rich with your money. So, here are this year's Top 10 Holiday Cybersecurity Alert Tips. 

meeting with an advisor

Roth conversions have been a hot topic in recent years. The relatively low federal income tax rates now in effect can make conversions less taxing.

Bright Blog

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

 

Tue, 12/15/2020 - 11:56

The end of 2020 is in sight, but there is still plenty of time left to make a number of financial moves that will help improve your retirement savings, reduce your tax bill and benefit your community.

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Tue, 12/01/2020 - 09:57

What if you could measure your retirement life in the areas that matter most? Would it be worthwhile to provide structure to your annual and long-term life goals in retirement? There are a number of tools in the world of personal coaching that help provide a baseline of satisfaction in various areas of your life.

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Mon, 11/02/2020 - 16:24

taking stock with lisa brown podcast

The latest episode of Taking Stock with Lisa Brown is Two Crazy Investment Mistakes People are Making Right Now.

Author uid: 10
Mon, 10/12/2020 - 14:23

Two significant challenges of the Covid-19 reality are a loss of personal connections and a real burden on charitable organizations to meet the increasing needs of people around the world. We are all learning how to adapt to a more virtual world in building and investing in relationships.

Author uid: 11
Fri, 09/11/2020 - 14:39

For those planning for retirement, the events of 2020 have been especially worrisome and disruptive. We can't control pandemics, market fluctuations, or social unrest. But, we can focus on the blocking and tackling of retirement planning. Here are the three drills you can run...

Author uid: 11
Fri, 09/11/2020 - 14:09

They’re back!! It may be hard to believe but unfettered excitement over investing in technology stocks has returned with a vengeance. It feels like a lifetime ago – actually, barely five months – when fear swept through the financial markets as the Covid-19 global pandemic sent the world economy into an abyss. Entire economies were effectively shut down with ramifications as uncertain as predicting the weather. 

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Thu, 08/27/2020 - 13:45

The latest episode of Taking Stock with Lisa Brown is Is Now the Time to Dial Down Risk?

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Mon, 08/10/2020 - 22:54

While ensuring your documents and your household are in order is a critical step, it's only one part in the process of "finishing well." A fruitful and often ignored step is engaging in conversations with our family and friends about our thoughts and wishes for our living and dying. Here are recommendations for the who, what, when, where & why of end-of-life discussions.

Author uid: 11
Fri, 08/07/2020 - 13:52

After checking your medical plan, getting supplies, padding your bank account, getting an estate plan in order, and deciding if you will return to work and how you will handle childcare, you may be asking, “Am I all set?” “Is it smooth sailing from here on out?” Not quite! Let’s look at three more items that should be on your new parent financial checklist.

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Mon, 07/13/2020 - 10:24

One thing that has become abundantly clear through the pandemic is the fundamental role of technology in our lives. Technology has helped to bridge some of the gaps between us, our loved ones, and our communities. Thanks to video chat, you’ve been able to check in on family across the country and participate in birthday parties and graduation celebrations. You’ve used streaming services to watch movies and listen to music. You’ve used online news services and social media to keep up with current events and essential healthcare developments. These were likely things you did before, but like many trends, they rapidly accelerated in 2020.

Author uid: 11
Thu, 07/09/2020 - 12:34

The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make. Patricia Sklar discusses both topics in this article.

Author uid: 90
Wed, 07/08/2020 - 15:57

The eleventh episode of Taking Stock with Lisa Brown is Charitable Giving in Up and Down Markets.

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