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Archive for May 2025

Is Your Savings Account Serving Your Financial Plan?

By Brightworks Financial Planning | 05/20/2025

Part of any good financial plan is providing for some liquid savings for short-term and/or emergency needs of an individual or a family. As of this writing in May 2025, high-yield savings accounts are offering very attractive annual percentage yields (APY) in the wake of sustained higher interest rates as influenced by the Federal Reserve.…

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Is Custom Indexing Right For You? How to know if this tax efficient tool should be a part of your financial plan

By Brightworks Financial Planning | 05/20/2025
custom indexing

custom index

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Recent Posts

  • Understanding Mortgage Recasting: Is it right for you?
  • Is Your Savings Account Serving Your Financial Plan?
  • Is Custom Indexing Right For You? How to know if this tax efficient tool should be a part of your financial plan
  • How the Social Security Wage Base Impacts Investment and Retirement Planning
  • Capital Gains Tax and Real Estate: What You Need To Know

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© 2025, Brightworks Financial Planning. All Rights Reserved. Brightworks Financial Planning LLC is a state Registered Investment Advisor. Brightworks Financial Planning LLC does not provide tax or legal advice. All investment involves risk and a potential loss of principal.

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