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.

father and son

Do you wish you had started working with a financial advisor sooner?

firetruck and ambulance

After a tragedy, your world seems upside-down. Are you making mistakes that might compound a bad situation?

executive at home

Executives need to be prepared for the tax bills that come with earning stock awards and bonuses. These tips can help you handle a tax bill surprise.

aging parent and adult child

Adult children will eventually need to know about their parents’ finances in case of emergency. This list of 9 questions can help you talk to your aging parents about money.

two pensioners in their kitchen

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

woman holds up hand to stop

A millennial with a solid financial plan should avoid these seven things:

Bright Blog

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

 

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
Thu, 07/29/2021 - 13:56

Through observing successful retirees, you find they put just as much thought and preparation into how they’ll spend their time as they have into how they’ll spend their money. Time, along with money, are resources we should use to improve the elements of our lives and are the foundations of planning for retirement.

Author uid: 11
Thu, 07/29/2021 - 13:40

Of the 613 U.S. athletes competing in the Tokyo Olympics, one athlete holds a unique spot deserving special recognition as the oldest member of Team USA.  Phillip Dutton, the 57-year-old equestrian, will be competing in his 7th Olympics for his 4th medal.

Author uid: 38
Thu, 07/15/2021 - 13:27

Social Security is an important bucket of income for many retirees. Here are a few key ages to keep in mind as you consider your optimal timing to begin receiving benefits.

Author uid: 38
Thu, 07/15/2021 - 09:26

Rounding out our Retiring Well framework is Planning for Retirement. We start with an exercise using the power of observation to help build your vision for life in retirement.

Author uid: 29
Tue, 07/13/2021 - 14:47

It’s been called The Great Resignation, but whatever the name, people are reconsidering their jobs in record numbers. Before you make a jump though, are you asking the right questions?

 

Author uid: 10
Thu, 06/24/2021 - 16:28

If it weren’t abundantly clear by now that money decisions are primarily psychological and emotional ones, the last 13 months have driven this point home. The technical and tactical remain highly important. But just a simple glance at the articles, blogs, and even books revolving around the financial space indicate that people want to know how to gain meaning, purpose, and satisfaction in life. 

Author uid: 11