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.

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.

man standing by a lake

What are you passionate about? It’s easier than you think to financially support the causes that you care about. More companies are responding by making commitments to change the way they do business.

Bright Blog

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

 

Thu, 02/27/2020 - 14:09

The most common reason I hear people jumping ship to a shinier boat is for a “better opportunity.”  However, let’s unpack what a “better opportunity” truly looks like.

Author uid: 90
Wed, 02/26/2020 - 13:58

“What is your unique ability?”   It’s an executive coaching question that gets asked a lot.  Questions like these are valuable because few of us take the time to ask and answer that question ourselves and leverage the answer

Author uid: 8
Wed, 02/19/2020 - 16:15

 

Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.

Author uid: 11
Fri, 01/24/2020 - 09:38

As you turn the page to 2020, it is important to be mindful of changes to various savings limits set by the IRS and state tax authorities.

If you intend to maximize your savings to any one of the following accounts this year, be sure that you have verified with your HR department that you are on track to contribute the maximum amounts for 2020. 

Author uid: 84
Wed, 01/08/2020 - 11:57

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

Author uid: 11
Mon, 12/09/2019 - 08:23

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

Author uid: 10
Thu, 10/24/2019 - 17:07

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

Author uid: 10
Thu, 10/24/2019 - 16:06

The fifth episode of Taking Stock with Lisa Brown is My Smartest and Dumbest Money Decisions from 22 to 42.

Author uid: 10
Tue, 08/13/2019 - 13:49

The third episode of Taking Stock with Lisa Brown is Investing in Pot Stocks?

Author uid: 10
Fri, 08/02/2019 - 09:31

Eposode 4 of Retiring Well with Charlie Jordan is Retiring Wellness

Author uid: 11
Mon, 07/29/2019 - 15:14

https://directory.libsyn.com/episode/index/id/10697402

Eposode 3 of Retiring Well with Charlie Jordan is Afraid to Spend in Retirement? You're Not Alone

Author uid: 11
Fri, 07/19/2019 - 07:49

Eposode 2 of Retiring Well with Charlie Jordan is Facing Common Retirement Fears

Author uid: 11