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Is There An Elephant In Your Room?

Today’s guest blog is by Peggy Fortson, CLTC, LTCP, CSA – Long Term Choices, Inc.  Peggy Forston will be in the Bridgeworth Birmingham office for two sessions on Monday, April 30: 10:00 am and 2:00 pm. See the invite below to make a reservation. Seating is limited. That popular image of a behemoth nearly crowding …

Volatility Is Back: First Quarter 2018

Our unwelcome foe, market volatility, decided to return in the first quarter of 2018. Many financial advisors have reminded clients that “the stock market is volatile”; an undeniable fact of investing. In actuality, it is this risk that drives away some and attracts a smaller subset of investors, providing the opportunity for the return we …

Annual YWCA Luncheon Raises Funds for Homeless Children

On February 22nd, the YWCA of Greater Birmingham held its eleventh annual KIDS Korner luncheon downtown at the BJCC. Over five hundred friends of the YW gathered to raise money and show their support for this phenomenal program. KIDS (Kids-In-Distress) Korner is a unique facility which provides childcare to area homeless families free of charge. …

The Number One Rule for Avoiding Tax Scams

Every year around this time we are unfortunately confronted with a new series of tax scams. There are many out there but a common one we have seen this year goes something like this IR-2018-27: Taxpayer’s Identification is hacked Stolen information is used to file an erroneous return in the taxpayer’s name Refund is deposited …