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.

 

Fri, 03/06/2020 - 08:39

One life event more than any other marks a turning point for how seriously families consider their finances: having a baby. New babies bring new life challenges, with financial repercussions that can stretch into retirement. In this brief video, Brightworth wealth advisor and veteran parent Tom Presley shares five tips for preparing for the financial challenges you’ll face in early parenthood.

Author uid: 13
Tue, 03/03/2020 - 15:26

Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywideWhile most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.

Author uid: 14
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