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Thanksgiving Wishes

Published November 25, 2020 82 Views

  Thanksgiving Wishes – Brighton Securities would like to reach out to all our partners, clients and members of each of the communities we serve and let each of you know how thankful and appreciative we are for the environment you have created which allows Brighton Securities to be...

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Wade Group October Newsletter - Election Edition

Published October 1, 2020 559 Views

Wade Group October Newsletter - Election Edition

You may feel very strongly about who will occupy The White House for the next four years, but when it comes to your investments and portfolio returns, history has shown it hasn’t mattered nearly as much as we’d think. As we enter the final quarter of 2020, the Presidential election looms...

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Retirees on Required Distributions: Upcoming Repayment Deadline

Published July 17, 2020 664 Views

Tax Day deadline was Wednesday, July 15th, but there’s another important upcoming deadline you should be aware of. The deadline for anyone who wishes to return money taken out of retirement accounts in 2020 is Aug. 31st. Since March’s CARES Act, for 2020, required minimum distributio...

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July 15 Tax Deadline For 2019 Returns And 2020 Estimates: Save For Retirement & Save On Taxes

Published July 13, 2020 819 Views

To say it has been a long tax season is an understatement. The IRS has undoubtably struggled to serve taxpayers during Covid-19, with tax refund delays, collections notices with past due dates and missing stimulus payments. Simultaneously, the IRS has issued guidance on coronavirus-related tax...

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5 Financial Mistakes Made During Divorce

Published July 9, 2020 712 Views

How can you achieve a better financial resolution after divorce? Here are five common mistakes to avoid: Waiting to Consult a Financial Expert You need to have a comprehensive understanding your assets, including tax consequences, earning power, transaction costs and liquidity challenge...

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July 2020 Newsletter

Published July 8, 2020 491 Views

July 2020 Newsletter

Wishing you a happy and healthy start to summer.  It seems as if we sent our last newsletter out three years ago, instead of three months ago!  Things have certainly changed since then, including the stock market which rallied to its best quarter in more than 20 years following a near 40%...

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Lifestyle Inflation: Your True Cost

Published June 25, 2020 682 Views

Lifestyle Inflation can be defined as “an increase in spending when an individual's income goes up. Lifestyle inflation tends to become greater every time an individual gets a raise and can make it difficult to get out of debt, save for retirement or meet other big-picture financial g...

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Social Security Changes & Adjustments

Published May 1, 2020 997 Views

It seems many people we talk to tend to believe that when they reach retirement, Social Security will be dried up. Behind the scenes, the Social Security Administration (SSA) are adjusting the program to get this under control. To help you understand these changes, here is a reminder of how the SS...

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Reviewing Rochester’s Public Companies

Published April 27, 2020 1066 Views

The greater Rochester-area has several publicly traded companies right in our own backyard. While some names remind us of the prior lifeblood of the local economy – Xerox or Kodak – there are several companies that have replaced them as our dynamic economy continues to adapt to the times...

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Employer Sponsored Retirement Plans - What to do with your plan if you lose your job

Published April 23, 2020 1106 Views

Unemployment claims have skyrocketed over the past month. Many folks are without a job for the first time in their careers—this can be an overwhelming time. Being left without your job can leave you detached from your 401k, 403b, or 457 plan. If this has happened to you, there are several opti...

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We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

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