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One-Size-Fits-None™ Retirement Series is Back for the Fall: Birmingham and Huntsville Locations

The transition to retirement and the accompanying move from “saver” to “spender” can cause anyone anxiety. You are likely asking questions such as: “Can I afford to retire and remain financially independent?” “When should I take Social Security benefits?” “How exactly do I get money out of these accounts?” “How much can I safely withdraw …

DeLynn Zell, Jenny Sneed, and Jonathan Millican Named to Leadership Classes

DeLynn Zell

CEO DeLynn Zell® was named to the 2019 – 2020 Leadership Alabama Class. The statewide program for Alabama leaders will enable them to foster relationships with fellow leaders, learn about the opportunities and challenges facing the state and deepen their connections with Alabama. This is Leadership Alabama’s 30th class and includes a host of CEOs and …

Bridgeworth Financial Planning Internship Offers Unique Opportunity for University of Alabama Students

While Bridgeworth has had interns scattered throughout the years, myself included (Summer 2014), we set out this year to develop a formal internship program for college students interested in a career in financial planning. Because we have several University of Alabama Financial Planning alumni, we thought the best place to start looking for summer interns …