PerspectivesEstate Planning

Advisor Patti Black, CFP® Offers Tips on Getting Comfortable with Uncomfortable Family Meetings

Prepared by Patti B. Black

Patti Black, CFP® offers tips and ideas on making an uncomfortable family meeting a bit more comfortable.

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

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

Prepared by Patti B. Black

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

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

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