Bright Ideas

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.

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

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When's the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Bud Boland addresses five mistakes you don't want to make. hashtag

Congratulations, you just got a nice bump in your paycheck. Lisa Brown shares ways you can enjoy some, and then make the rest really work for you.

Bonus checks will begin arriving during the next few weeks for many corporate executives and managers. Ryan Halpern discusses how to make a clear plan on how to best save, invest and spend this money.

The market was hot in 2019, but investors shouldn't count on a repeat performance going forward. Lisa Brown shares four smart moves to position yourself well in 2020.

Josh Monroe reminds us that it's time to set financially healthy goals for the year. You'll be glad you did.

The market is off to a good start this year. The Brightworth team is pleased to share our 2020 Investment Commentary videos. In these brief videos, Brightworth’s Chief Investment Officer, Don Wilson, and Director of Portfolio Management, Jeff Harrell, look ahead to some of the major topics for 2020:

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

 

Charlie Jordan ON Fri, 07/05/2019 - 13:22

Eposode 1 of Retiring Well with Charlie Jordan is Taking the Off Ramp

Nathan Corbitt ON Mon, 06/24/2019 - 09:45

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

Charlie Jordan ON Fri, 06/21/2019 - 10:15

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.

Lisa Brown ON Mon, 06/17/2019 - 11:36

 

The second episode of Taking Stock with Lisa Brown is Losing your 6-figure Job?

Patricia D. Sklar ON Mon, 06/03/2019 - 08:54

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.

Lisa Brown ON Thu, 05/30/2019 - 10:26

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?

Josh Monroe ON Wed, 05/22/2019 - 12:28

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.

 

Charlie Jordan ON Mon, 05/13/2019 - 13:08

So, your taxes are either filed or extended. How did you fare with the new tax law? Much has been written about the impact of the new federal tax law on allowable itemized deductions. Between the increased standard deduction and major changes to popular areas such as state and local taxes (SALT) and miscellaneous itemized deductions, many taxpayers are finding limited options for reducing their taxable income.

Josh Monroe ON Fri, 05/10/2019 - 08:30

Are you considering leaving your job to be a stay-at-home parent? If you’re a little older, how about going back to school for a new degree or retiring earlier than your spouse?

Whatever the reason a working couple is considering going from two incomes to one, this decision can sometimes be overwhelming and even frightening. However, like many major events, anyone can sail through this transition with proper planning and be glad they made the change.

 

Nathan Corbitt ON Wed, 05/08/2019 - 11:28

As mentioned in Part 1, most business owners will leave substantial dollars on the table when they sell their business, and less than one-third of business owners will be able to successfully transition out of their business.

Nathan Corbitt ON Wed, 05/08/2019 - 11:26

If you’re a business owner, you’ve likely spent years, possibly decades, building your business. No doubt you’ve poured your heart, soul and much of your finances into making your business successful.  Unfortunately, if you’re like most business owners, you probably haven’t spent much time planning to capture the value you’ve created in your business. 

Patricia D. Sklar ON Tue, 04/30/2019 - 14:14

I hate this cliché, but it kind of fits…Rome wasn’t built in a day. Your goals don’t have to be accomplished in day, or even a year. The important thing is to set goals, make progress and keep at it. Doing nothing will not produce results. As Mark Twain famously said, “The secret of getting ahead is getting started.”