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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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