Bright Ideas

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


As we close out 2021, the landscape of the financial markets is one of the most unique in history.  Never before have we seen a period of unbridled bullish investor sentiment, record earnings, and stock market all-time highs, coupled with job market dysfunction, massive supply chain disruptions, and unprecedented fiscal and monetary stimulus.

couple at breakfast

Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying retirement.

confused businessman looks out window

Have you felt confused about how to choose between a traditional or Roth 401(k)?

retired couple camping

Before you make money mistakes that could derail your retirement, consider these decisions that could help you save a significant amount of income over the course of your retirement.

As the world has been moving into the recovery phase of the Covid-19 global pandemic, economies and financial markets are adapting to a new reality. Supply chain disruptions are wreaking havoc with pricing. The employment picture is improving, but at an uneven pace.

family at 4th of july garden party

As you gather with friends and family this Fourth of July, remember what you are celebrating. Our nation is the land of the free and the home of the brave. Yet, I have found that people do not always give themselves enough freedom to pursue what truly makes them happy.

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