Emotionally Preparing for Retirement
Published February 19, 2021 232 Views
Retirement paves the way to a new and exciting chapter of our lives. Like popping the cork from a long-awaited champagne bottle, this is the moment of relief when, for the first time ever, we now have ample time to travel the world, take up new hobbies, and scratch whatever itch we’ve been ign...
Monthly Minutes 11.31.20
Published December 31, 2020 379 Views
We’re entering the holiday season, and starting with Thanksgiving, expressing gratitude is a year-end tradition. This year, it may seem like it’s a little more difficult to be grateful, but it’s worth it—for your health and your finances—to practice gratitude. ...
Monthly Minutes 9.1.20
Published December 31, 2020 371 Views
2020 continues to bring the unexpected, particularly with the markets. The longest economic expansion quickly followed by the shortest downturn, and now, the fastest return to almost record market highs. At the same time, election season has swung into high gear, and you are likely hearing...
Thanksgiving Wishes
Published November 25, 2020 511 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...
Wade Group October Newsletter - Election Edition
Published October 1, 2020 1866 Views
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...
Retirees on Required Distributions: Upcoming Repayment Deadline
Published July 17, 2020 1008 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...
July 15 Tax Deadline For 2019 Returns And 2020 Estimates: Save For Retirement & Save On Taxes
Published July 13, 2020 1120 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...
5 Financial Mistakes Made During Divorce
Published July 9, 2020 1021 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...
July 2020 Newsletter
Published July 8, 2020 756 Views
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%...
Lifestyle Inflation: Your True Cost
Published June 25, 2020 973 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...