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One-Size-Fits-None™ Retirement Planning Series

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 …

2018 2nd Quarter Review: Plenty of Siren Songs

In Homer’s book The Odyssey, Odysseus is counseled about how to avoid the perils on his upcoming journey home. He is warned that, as he passes the island of the lovely Sirens, his men should plug their ears with beeswax because the Sirens’ song is so tempting that many travelers have gone towards them and …

For Second Year, Bridgeworth, LLC named to Financial Times 300 Top Registered Investment Advisers

We are pleased to announce that Bridgeworth has been named to the 2018 Financial Times 300 Top Registered Investment Advisers making Bridgeworth one of only five firms recognized in Alabama. Bridgeworth was recognized in 2017 as well. The list recognizes top independent RIA firms from across the US. According to Financial Times, “We present the FT …

Bridgeworth 2018 Summer Reading Recommendations

In 11th grade I was assigned my first real research paper. I chose the assassination of John F. Kennedy. I was hooked from the first sentence. I devoured “The Best and The Brightest” by David Halberstam and “Reasonable Doubt” by Henry Hurt, in addition to several other books, articles, and documentaries. I was convinced I …

Rise and Shine Celebration….It Could Happen!

On May 11th, the RISE School at The University of Alabama in Huntsville hosted their inaugural Rise and Shine Celebration at the beautiful Huntsville Botanical Garden. Nearly 200 supporters of the RISE School attended the gala to help raise funds to resurface their playground and make it more inclusive for their students who use wheelchairs …