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, 03/29/2021 - 14:21

An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.

Author uid: 10
Thu, 03/25/2021 - 10:19

There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...

Author uid: 11
Thu, 03/25/2021 - 10:09

While your retirement may not have the same price tag, mileage, or objective as the Perseverance rover mission, there are a few crucial components for a successful landing into retirement.  Here are a few to keep in mind...

Author uid: 38
Mon, 03/08/2021 - 15:15

chess board

In 2005, I played the Queen’s Gambit in a crowded room in a public library in Hershey, Pennsylvania. No, I wasn’t streaming the hit Netflix show that would be released 15 years later. I was playing a chess opening called the Queen’s Gambit in a local tournament.  

Author uid: 262
Thu, 03/04/2021 - 18:06

family moving in to a new home carrying boxes

With many of us spending much of the last twelve months under some degree of “house arrest” through the COVID-19 pandemic, residential real estate is largely booming.

Author uid: 13
Mon, 03/01/2021 - 16:44

lost wallet on a bench

Last week I had a friend come up to me in an absolute panic. She had lost her wallet. After walking her through what she needed to do, I decided I should memorialize the steps for anyone this may help going forward. 

Author uid: 90
Thu, 02/25/2021 - 09:07

Most productivity books you have read probably centered around your work life. Read Atomic Habits and think about your elements of retirement and the multiple phases of retirement. What bad habits will you need to break and what good habits will you need to create?

Author uid: 11
Tue, 02/23/2021 - 09:48

woman stranded in car in snow

The recent severe winter weather that impacted millions of people in Texas and across the United States has reminded us of the importance of planning ahead for inclement weather and staying connected with loved ones.

Author uid: 38
Wed, 02/17/2021 - 15:15

business owner working at home

On December 27, 2020, the President signed into law the Consolidated Appropriations Act, 2021 (The Act), which introduces several new relief opportunities for both businesses and individuals.

Author uid: 86
Mon, 02/15/2021 - 11:06

taking stock with lisa brown podcast

Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.

Author uid: 10
Thu, 02/11/2021 - 13:01

Between the ages of 50 and 70, most people experience a significant amount of life change. Transitions are a natural and regular occurrence in our lives. They represent a shift from what was to what is. While normal, they still contribute to a significant amount of the stress in our lives, both positive and negative. Change can create friction in our comfort, our relationships, and our identity. It can also represent great opportunity and growth.

Author uid: 11
Thu, 02/11/2021 - 10:36

I received this text message from my son the other night: “Hey, Dad, what’s going on with all this GameStop business? And AMC? Everyone in my fraternity is talking about it. Apparently someone made like $25k.” When I received this text, I knew it was time for a chat – and a note to many of our clients.

Author uid: 86