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SECURE Act Impact Part 1: What Retirement Account Owners Can Learn From The Boss, The Piano Man, and Gooney Bird

That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …

Bridgeworth Promotes Embree Deason to Director of Operations

Bridgeworth, LLC is pleased to announce that Embree Deason has been promoted to Director of Operations. In her new role, Deason is responsible for all firm staffing, and systems and oversight related to the day-to-day operations of the firm. Deason joined the Bridgeworth team in 2000 after graduating from Samford University. At Bridgeworth, she has …

Planning for Your Digital Assets

Benjamin Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” No one enjoys paying taxes, but our communities benefit from parks, better roads, schools, libraries, etc. However, with death, it’s our survivors who benefit from our estate plan. The conversation about what to do with our assets …

With Gratitude This Thanksgiving

When my first son left home for college – I struggled. As in weeping when seeing a big blue bow on a mailbox. I knew I should be grateful that he was where he wanted to be, happy and thriving…but I could only focus on what I was missing – my son. On a whim, …