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.

woman gets a windfall

Learn from these examples of mishandled inheritances so you don’t become the next person to lose a fortune.

Don’t let emotional decisions drive your financial planning. Use these strategies instead to help prepare your finances for the eventual stock market drop.

money under the mattress

What would happen in the event of an emergency, and you haven’t told your loved ones how to access your money?

open enrollment

Do open enrollment options seem confusing or daunting? Let our advisors help you make sense of it all so you can maximize your company benefits and protect your family.

This month we tackle some common questions we are hearing from our clients. 

haunted house

It’s October, which means the neighbors are putting cobwebs around their front doors and jack-o-lanterns on their porches. Spooky season can quickly turn the cheery and inviting home on the corner into a haunted house you walk a little quicker past.

Bright Blog

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


Thu, 10/21/2021 - 10:11

An increasing number of Baby Boomers are looking to work at some level in retirement. In this overview of one of our key Elements of Retirement, we discuss different ways work can be a part of your retirement journey.

Author uid: 11
Thu, 10/21/2021 - 09:33

On October 13th, the Social Security Administration announced a 5.9% cost-of-living adjustment (COLA) that will take effect in January 2022.  This announcement could be welcome news for many retirees, while it could be less impactful for others due to rising living costs.

Author uid: 38
Thu, 10/07/2021 - 10:26

If you expect your Required Minimum Distribution to exceed your expense needs in 2021, consider these four ways to put your extra proceeds to use before year-end.

Author uid: 38
Fri, 10/01/2021 - 12:34

In this video Charlie Jordan previews pending tax legislation in Congress and how it could impact your retirement.

Author uid: 11
Thu, 09/30/2021 - 15:19

If charitable giving will be an important part of your retirement, here are four questions to ask yourself as you approach giving in this next phase of life.

Author uid: 38
Fri, 09/24/2021 - 16:56

couple at breakfast

Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying retirement.

Author uid: 27
Mon, 09/13/2021 - 16:32

You've probably dreamed of it, but then there's the reality. What happens when you make the leap from a secure job in corporate America to become an entrepreneur?


Author uid: 10
Thu, 09/09/2021 - 10:36

Caregiving is a responsibility that, while difficult, most take on willingly out of support for the ones they love. It is also often a major disruption to life and financial plans. This book addresses how to make that transition if called upon suddenly and offers guidance for making prudent plans in anticipation of future needs.

Author uid: 11
Thu, 08/26/2021 - 15:46

A small shift in mindset can bring a higher level of life satisfaction, prioritization, and reduced anxiety around your retirement cash flow.

Author uid: 11
Thu, 08/26/2021 - 15:29

The Home element encompasses more than just the physical structure where we reside.  Our memories, desires, and goals can all influence how we approach our housing choices.

Author uid: 38
Wed, 08/11/2021 - 12:35

Health is one of the foundational elements to life satisfaction in retirement. It not only determines how long we live, but it can also have a direct effect on our quality of life along the way.

Author uid: 11
Wed, 08/11/2021 - 12:01

If you are nearing Medicare enrollment and own a Health Savings Account, keep these three rules in mind to ensure you make the most of your HSA while avoiding potential Medicare enrollment pitfalls.

Author uid: 38