PerspectivesEstate Planning

Five Ways to Get Comfortable with Being Uncomfortable about Your Final Wishes

Prepared by Patti B. Black patti_b_black-jpg

You’ve done the hard work of meeting with your estate attorney to prepare and sign your power of attorney, advance directive for healthcare, and will, but have you had the uncomfortable conversation with your adult children to share the decisions you made in these documents? Having a family meeting when you are healthy and life is going smoothly is a great opportunity to share the …  read more

Industry Leaders Patti B. Black, CFP® and Jonathan E. Millican, CFP® Join Bridgeworth, LLC

Prepared by Bridgeworth, LLC screen-shot-2017-01-05-at-10-41-36-am

Bridgeworth, LLC is pleased to announce the addition of Patti B. Black, CFP® and Jonathan E. Millican, CFP®. Prior to joining Bridgeworth, Black and Millican were with Kinsight, LLC where Black served as Senior Financial Planner and Millican served as Director of Financial Planning Operations managing a team of 4 financial planners, 2 paraplanners. Bridgeworth, LLC is one of the region’s largest fiduciary wealth …  read more

DeLynn Zell, CFP®, Managing Partner, Participates in Birmingham Business Journal’s Insights into Financial Planning

Prepared by DeLynn Zell DZ website

The following is an excerpt from the May 27, 2016 issue of the Birmingham Business Journal which featured managing partner DeLynn Zell. 
Q. How can I create an ideal financial plan for the different stages of my life?
Zell: There is no way to create a plan one time that is suitable for every stage of life. A plan isn’t something you do once, put on …  read more

Is It Time To Rewrite Your Estate Documents?

Prepared by David Ward 2014.75.5DII.0086

Estate planning can be broadly defined as the process of accumulating, managing, conserving, and transferring wealth while taking into consideration legal, tax, and personal objectives. At the most basic level, this means ensuring that your assets go to the right individuals. As your estate gets larger, it is necessary to make sure assets are going to the right people, but also at the right time …  read more

Second Quarter Market Update

Prepared by Zach Ivey zach

The 2nd Quarter has continued the unwelcomed trend of market volatility. The 3rd Quarter of 2015 experienced a selloff in the S&P 500 of -12.4% followed by a quick turnaround. The 1st Quarter this year started off as the worst start to a year ever, dropping -13.3% on the S&P 500 (even worse overseas), but rebounded sharply to turn positive for the year …  read more