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Monthly Minutes 11.31.20

Published December 31, 2020 6217 Views

Monthly Minutes 11.31.20
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.  A positive outlook is a key ingredi...

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Monthly Minutes 9.1.20

Published December 31, 2020 5875 Views

Monthly Minutes 9.1.20
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 econo...

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Thanksgiving Wishes

Published November 25, 2020 5630 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 what it is...

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Wade Group October Newsletter - Election Edition

Published October 1, 2020 12092 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 in our futu...

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Retirees on Required Distributions: Upcoming Repayment Deadline

Published July 17, 2020 4536 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 distributions, or RMDs,...

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

Published July 13, 2020 4681 Views

What does this mean for you? You may be able to lessen your tax burden.  Millions who are receiving tax bills on July 15 can lessen their tax burden by saving for retirement. This past March, the IRS clarified that the deadline for making Individual Retirement Account and Health Savings Accoun...

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5 Financial Mistakes Made During Divorce

Published July 9, 2020 4678 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 3801 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% drop in ju...

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Lifestyle Inflation: Your True Cost

Published June 25, 2020 4224 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 goals. Lifestyle...

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Social Security Changes & Adjustments

Published May 1, 2020 6018 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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