Perspectives

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA), a wealth management firm focused on acting in our clients’ interests at all times.

The Equifax Hack Happened – What Should You Do To Protect Yourself?

Prepared by Donna Byrne

As you have probably already learned, Equifax recently announced that it was the victim of a large-scale hack. The hackers were able to acquire names, social security numbers, birth dates, home addresses and some driver’s license information. In addition, credit card numbers for approximately 200,000 consumers were also hacked. If your credit card information was hacked, you’ll receive notification in the mail. Otherwise, you will …  read more

Alabama Legislature Clarifies IRA Protections

Prepared by Jeff McCormack

Thanks to our legislature and our professional organization, the Financial Planning Association of North Central Alabama, investors of Alabama may now more clearly understand how their IRAs are protected from court settlements and creditors.
About three years ago, as president of our local chapter, it was brought to my attention that the language that defines IRA protections in our state was so hard to read, that …  read more

Information Regarding Equifax Hack

Prepared by Donna Byrne

Equifax announced Thursday that it was the victim of a large scale hack that exposed the personal information, including SS#s, of an estimated 143 million Americans.
Hackers gained access to names, SS#s, birth dates, addresses and some driver’s license numbers.
This information is at risk of identity fraud or being sold on the black market to get credit cards, take out loans and make purchases. Since your …  read more

Five Money Talks to Have With Your Spouse

Prepared by Patti B. Black

It’s common in couples for one person to serve as the Chief Financial Officer (CFO) and take charge of paying bills, making investment decisions, selecting insurance policies, and employee benefits, etc. This division of labor is common because one spouse may have more interest or knowledge about financial matters, and the set-up works fine – as long as both spouses are physically and mentally healthy.
Of …  read more

Concentrated Stock – A Video Blog with Zach Ivey, CFA, CFP®

Prepared by Zach Ivey

We are pleased to introduce our first video blog featuring Zach Ivey, Chief Investment Strategist discussing concentrated stock.