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Reasons to Consider Gifting Appreciated Securities to Charity

With markets continuing to boom, many people are seeing their stocks and other securities gain value quickly. One way to best make use of that growth—and avoid tax penalties for it—is to gift appreciated securities directly to the charitable organization of your choice. It’s a great option and many simply overlook this special tax provision. …

Bridgeworth 2017 Summer Reading Recommendations

For as long as I can remember, I have loved reading. Growing up in the days before e-readers and cell phones, I would often read by flashlight long after my parents thought I was asleep. I fondly remember an old episode of The Twilight Zone with Burgess Meredith as bank teller Henry Bemis who would …

Design Your Summer

It’s summertime and the living is easy…or not….because you still have to go to work, cook supper, mow the lawn, chauffeur your children to camp…Summer living may not be easy, but it is a good opportunity to live life a little differently and, hopefully, to incorporate more fun into life. Just as we know the …

Bridgeworth Shred-A-Thons Friday, April 28

On Friday, April 28, the Birmingham and Huntsville Bridgeworth offices will be holding our annual Shred-A-Thons. Look for the blue Bridgeworth tents Birmingham Shred-A-Thon Bridgeworth Office Parking Lot 10:00 AM to 1:00 PM Huntsville Shred-A-Thon Bridgeworth Office Parking Lot 2:00 PM to 4:00 PM A destruction truck will be in the parking lot and shred …

Advisor Jeris Gaston, CFP® named to Birmingham Business Journal’s 2017 Top 40 Under 40

Bridgeworth, LLC is pleased to announce that advisor Jeris Gaston, CFP® has been named one of Birmingham Business Journal’s 2017 Top 40 Under 40. These awards recognize the top up-and-coming executives in Birmingham and have become a coveted distinction for young professionals in metro Birmingham. Jeris was chosen from a record number of nominees and …