Perspectives

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA), a wealth management firm focused on acting in our clients’ interests at all times.

It’s Time for Your Annual Medicare Check-Up: How to Assess Your Current Needs

Prepared by David Clark Screen Shot 2016-10-13 at 2.07.42 PM

Based on industry studies, the majority of those with Medicare coverage are overspending every year, either through excessive premiums or through unanticipated out-of-pocket charges. Individuals oftentimes purchase Medicare Part C (Advantage) and Part D (prescription drug) plans that do not match up with their actual healthcare needs. (Votava, Katy, “Medicare Users Should Give the Coverage a Check-Up Each Fall,” Investment News, September 19, 2016, page 13)
All plans …  read more

What Golf Can Teach You About Financial Planning

Prepared by Larry Goldberg BW Thumbnailimg_8806

I recently read an article written by Lisa LaMarche, CERTIFIED FINANCIAL PLANNER™, about the three key financial lessons that can be learned from playing golf. Being an avid golfer, this article really resonated with me.
I have been playing golf for many years and I agree with LaMarche that there are many parallels that can be drawn between golf and managing personal finances and investments. She …  read more

Countdown to Retirement

Prepared by David LeCompte LeCompte_edited-1

Summer is coming to an end and hopefully, you and your family had a chance to take a great vacation. As you think back to your summer vacation, think about all the time you spent planning for the trip. You reviewed your available cash and created a budget for your trip. Then you began shopping for hotels and flights online to find the best value. …  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