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This blog is a series of articles and our quarterly newsletter, On the Bright Side, that we put together for you, your family, your beneficiaries, and your charities of choice. We focus on: frequently asked questions, tips and strategies to create more seamless financial plans to reach financial and life goals more efficiently and ideally, with more ease and more fun! We share some stories along the way, our team member's family updates and photos of kids and pets and encourage more conversation around financial matters that matter! We want to elevate and empower you on your financial journey to reach your big goals for yourself and those you care about. 

Wednesday, May 1, 2024

๐ŸŽ‰ Welcoming New Members to Our Team and Elevating Your Financial Journey ๐ŸŒŸ Shiloh Powers ๐ŸŒŸ We're thrilled to announce two stellar additions to the Bright Future Wealth Management family to double down on our commitment

Tuesday, April 2, 2024

This edition: you'll find information about your 2023 tax documents, probate basics, a fun milestone for one of our team members, market updates, and strategic ideas heading into 2024. *** ๐Ÿ“ฉ Why a Newsletter? Why OUR Newsletter? ๐Ÿ“ฉ...

Thursday, February 15, 2024

Demystifying the Timing of Form 5498 ๐Ÿ—“๏ธ Form 5498 often perplexes IRA holders with its May arrival, well after the April tax deadline. Why does this happen, and what does it mean for you? ๐Ÿ•ต๏ธ The May...

Friday, January 5, 2024

๐ŸŒŸ Optimize Your Wealth: Effective Strategies to Enhance Tax-Free Growth & Tax-Free Retirement Income๐ŸŒŸ I've had many conversations with my clients over the years. As we often do later in life, we begin to reflect on what...

Tuesday, December 19, 2023

Updates on 2023 tax documents and timeline, 2024 goals and planning strategies, the basics of probate, how one missed day in the market can impact portfolio returns, a fun office milestone for an employee, our partnership, and so much more!

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Monday, September 25, 2023

Updates on how required minimum distribution tables have changed, retirement income impacts, engaging and effective executors, ongoing partnership, Jeremy Siegal invitation In The Know, and so much more!

Tuesday, July 18, 2023

We hope you are enjoying the summer weather and that this edition of the quarterly newsletter finds you and your family doing well!We are excited to share our quarterly On the Bright Side newsletter with you. In this edition,...

Tuesday, March 28, 2023

See newsletter attached or linked here... 

Monday, December 19, 2022

We are excited to share our second quarterly newsletter, On the Bright Side, with you. In this edition, you'll find a market update and some fun news we are excited to share with you. Don't hesitate to reach out with...

Friday, September 9, 2022

September 2022 - Newsletter: On the Bright Side

Wednesday, June 15, 2022

We are excited to share our first quarterly newsletter, On the Bright Side, with you. We hope you enjoy it and look forward to hearing your feedback. Click the link below to access the PDF.June 2022 Newsletter Enjoy the...

Sunday, September 26, 2021

Why is a ROTH IRA attractive to investors? There are many vehicles to choose from as you travel the road to retirement. One of my personal favorites is the Roth IRA which can help build a tax-efficient nest egg for your future benefit....

Sunday, August 29, 2021

5 Ways to Stay on Track for your Financial Goals What are my financial goals? Am I on track? If I’m on track, how do I know I’m staying on track? What does my money situation look like? Feel like? How much do I need to feel...