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How Much Does Happiness Cost? The Not So Secret Secret

In one of my meetings as a young financial planner*, I was surprised by the unhappiness of a client who seemingly “had it all.” He was a neurologist earning over $1,000,000/ year with a home that could have been featured in House Beautiful, several fast German sports cars, and a travel budget that allowed for …

When Life Gives You Lemons, Make Lemonade Day Birmingham!

This week we are handing the reins over to K.C. Dada, Program Director for Birmingham Education Foundation. Bridgeworth is a proud partner in the Birmingham Education Foundation’s inaugural Lemonade Day. At the Birmingham Education Foundation, we are committed to supporting our students on their paths to college, career, and life readiness. And as Birmingham continues …

Planning in the Midst of a Medical Crisis

As financial advisors, we help our clients to consider and plan – not only for their own goals but also for some of life’s serious “what ifs.”  What if you want to retire early?  What if you want to buy a vacation home?  What if your child is planning to attend graduate school? What if …

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 …

The 7 Habits of Highly Effective Financial Planning

A group of us in the office recently read (or re-read) Dr. Stephen Covey’s classic, “The 7 Habits of Highly Effective People”. If you have never read it, I strongly recommend it. Covey explores the effects of a principle-centered paradigm, changing ourselves from within first, and then the impact on our relationships with others. As …