PerspectivesRecent

Jonathan Millican, CFP® featured in BBJ Table of Experts: Insight into Financial Planning

Prepared by Jonathan Millican 34487443221_5a57e98605_k

What would you say is the most important consideration when building your financial plan?
I believe it’s the answer to the question, “What does the future look like for me (and my spouse/family)?” The key to the answer is to consider both the qualitative and quantitative aspect, and really you (not an advisor) hold the answer to both parts.
Qualitatively, it is clarifying your short-term and long-term …  read more

Design Your Summer

Prepared by Patti B. Black 34456003262_3707a378e3_k

It’s summertime and the living is easy…or not….because you still have to go to work, cook supper, mow the lawn, chauffeur your children to camp…Summer living may not be easy, but it is a good opportunity to live life a little differently and, hopefully, to incorporate more fun into life.
Just as we know the benefits of being intentional with our money – with our saving, …  read more

Five Ways to Determine if a Financial Advisor Puts Your Goals First

Prepared by Laura Hinton 34668248582_d759f6ec0f_k

The thought of hiring and trusting a financial advisor to manage your finances can be very frightening. You are basically hiring someone to manage your investments and to provide advice in an area where you do not have the expertise.
To help ensure you and your financial advisor are aligned, we have provided five methods for determining if the advisor is placing your goals and interest …  read more

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

Advisor Jeris Gaston, CFP® named to Birmingham Business Journal’s 2017 Top 40 Under 40

Prepared by Bridgeworth, LLC screen-shot-2017-02-07-at-11-59-32-am

Bridgeworth, LLC is pleased to announce that advisor Jeris Gaston, CFP® has been named one of Birmingham Business Journal’s 2017 Top 40 Under 40. These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham. Jeris was chosen from a record number of nominees and will join a distinguished group of Top 40 …  read more