PerspectivesFinancial Planning

Panini Pressed

Prepared by Patti B. Black

“They” say I’m in the “sandwich generation,” the generation taking care of both our children at home and our aging parents. But “sandwich generation” does not paint a realistic picture for me. When I think of a sandwich, I think of a Dagwood type sandwich with fluffy bread piled high with meat, cheese, lettuce, tomatoes, and condiments; it is beautiful to behold and the …  read more

The Latest Tax Proposal – What’s In It For Me?

Prepared by William Hocutt

On Wednesday (9/27/17) the President along with the so-called Big Six (other top Republican leaders) revealed their framework for an upcoming proposal on tax reforms. While we have more facts than the general statements we have been hearing over the last few months, the plan is still short on details.
Our primary concern here at Bridgeworth is how this might affect our clients, and for …  read more

In Financial Defense of Pumpkin Spice Latte

Prepared by Jonathan Millican

It has been almost fifteen years since Starbucks introduced the Pumpkin Spice Latte, a drink which caffeine addicts and coffee lovers embrace in earnest reverence if not, at times, loyal fanaticism. It has its own Twitter account with 115,000 followers, and, proving imitation is the highest form of flattery, virtually every major restaurant and coffee manufacturer now produces their own version of the flavor. …  read more

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