Wealth Planning is For Everyone
The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you. Instead of feeling ...(more)
In the first Godfather movie, young Michael Corleone says the famous line, “It’s not personal, Sonny. It’s strictly business.” Anyone who has seen the movie or been on the receiving end of this saying knows that every ...(more)
Benjamin Franklin wrote that nothing in this world can said to be certain, except death and taxes. If he lived today, he might add underfunded pensions as a third certainty. The Pew Charitable Trusts¹ reported this ...(more)
It’s time for a pop quiz! There are only two questions so there’s no need to play sick and cut class. This will be quick and painless.
Question 1: Which do you choose?
A.) Get $900 for Sure
B.) 90% Chance to Get ...(more)
Microsoft announced¹ last week that it has authorized up to $40 billion in stock buybacks this year. Investors may wonder why a company would choose to purchase its stock at a time when the company and both major ...(more)
You’ve recently had a child, congratulations! What an exciting time for you and your family. You are probably swamped with visitors wanting to check out your “little one.” Everything may seem like a whirlwind for you ...(more)
When our child was diagnosed with a developmental disability, the last thing on our minds was estate planning. We were immersed in the world of Early Steps, doctors, therapy, and Individualized Education Plans. Then, ...(more)
Recently, Congress passed a budget bill ending the “file-and-suspend” Social Security planning technique. Does it matter now when to start taking your Social Security benefit?
Yesterday’s news headlines provided me ...(more)
A WEALTHY TALE
“WHAT IS WEALTH?”
For as long as I remember, I’ve been fascinated with the concept of wealth. It is a subjective concept that we’ve objectified. Almost 99% of the world’s objective wealth ...(more)
Regardless of whether you’re a man or a woman, Social Security will not – and was never designed to – provide all of the income you’ll need to live comfortably during retirement. At best, your income from Social ...(more)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.