Drawing on a Wealth of Knowledge

Bridgeworth Insights

Join

Calendar of Events

View

Another Drop in the Bucket: Simplifying Your Finances

As a society, we tend to overcomplicate things.  If there is one thing we like to overcomplicate, it is our finances.  However, it is possible to simplify the big picture of one’s finances and the various categories by thinking of your financial picture as “buckets” of money. One of the founders of our firm and …

Young Adults Need Estate Planning Too

Many young adults, especially those entering college or settling into their first full-time job, often have a feeling of invincibility.  The stark reality is that anyone can become seriously ill, be involved in a car accident, or be a victim of a random act of violence.  In most states, an 18-year-old is no longer a …

Charitable Giving through Qualified Charitable Distributions

“Great philanthropy is distinguished not by the sheer size of a gift or grant, but by what it accomplishes.” 1 Americans are a charitable bunch. In 2019 we gave $449.64 billion to charity2, and this number is likely to go up in 2020 even in the midst of a global pandemic. According to a Fidelity …

3 To-Do’s for Every New Parent

“On the night you were born, the moon shone with such wonder that the stars peeked in to see you and the night wind whispered, ‘Life will never be the same’.” Author Nancy Tillman aptly describes the moment anyone becomes a parent – life is never the same.  You spend months trying to prepare: reading, …

“How to Tackle What’s Holding Women Back in Finance: RIA Zell”

Bridgeworth is proud to be a firm that values women in finance and mentoring those who have just started out in their financial and wealth management careers. ThinkAdvisor‘s article featuring DeLynn Zell, CFP®, gives insight into strengthening your network and maintaining relationships early on in your professional journey. “Business development is really nothing more than building relationships. …