PerspectivesRetirement

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 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

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