PerspectivesAnnouncements

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

Bridgeworth, LLC named to Financial Times 2017 300 Top Registered Investment Advisers

Prepared by Bridgeworth, LLC

We are pleased to announce that Bridgeworth has been named to the 2017 Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the US.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors:

assets under management (AUM)
AUM growth rate
years in existence
advanced industry credentials of the firm’s advisors
online accessibility
compliance records

There …  read more

Bridgeworth Shred-A-Thons Friday, April 28

Prepared by Bridgeworth, LLC

On Friday, April 28, the Birmingham and Huntsville Bridgeworth offices will be holding our annual Shred-A-Thons. Look for the blue Bridgeworth tents
Birmingham Shred-A-Thon
Bridgeworth Office Parking Lot
10:00 AM to 1:00 PM
Huntsville Shred-A-Thon
Bridgeworth Office Parking Lot
2:00 PM to 4:00 PM
A destruction truck will be in the parking lot and shred your documents on-site.
What to Bring?

Junk mail
Office papers with your name and address
Old tax records
Any piece of paper …  read more