Understanding how to set and manage a budget is a critical component of any financial plan. We are sharing tips on day-to-day budgeting and cash flow.
The Brighton Jones Retirement Budget Worksheet allows you to construct a more comprehensive view of your potential retirement expenditures, drilling down and categorizing your various expenses.
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Each day will bring a new set of uncertainties, many of which you will be woefully unprepared for, but we’ve put together a list of questions you can address before a cry is ever heard.
When interest rates rise, there isn’t a person who doesn’t feel the impact, regardless of what’s in your investment portfolio.
Financial troubles may be avoided when you and your partner understand how to merge finances and work together to achieve your goals.
The correct amount of cash protection doesn’t give your portfolio high returns, but it allows you the flexibility and opportunity to achieve them. Without the proper cash protected, you are always one bad turn away from trouble.
After seven years in the NFL, I transitioned to a career as a financial advisor. The experience has afforded me a new perspective on the situation of professional athletes and their finances.
Brighton Jones Investment Committee Update – October 2016 Revisiting Planning Assumptions As 2015 came to a close, many investors looked ahead to 2016 with a cautious
The school year has nearly ended, or may already have ended for your children. With summer comes the opportunity for quality time spent together. This
There are several effective ways to manage your wealth, from reducing internal expenses to practicing broad diversification. Check out our article in Seattle Magazine for
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones, LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, content published here may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information on this website serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones, LLC is neither a law firm nor a certified public accounting firm and no portion of our content should be construed as legal or accounting advice. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.