From time-to-time walking the hallways of Bridgeworth, you will hear a story coming from one of the founding partners about the “fun” they used to have while learning about the financial planning profession. While your definition of fun may not consist of being locked in a conference room with your peers studying for a finance …
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 …
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 …
Bridgeworth, LLC is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers for the third year in-a-row. The list recognizes top independent RIA firms from across the U.S. CEO DeLynn Zell commented, “We are proud to be recognized again as a 300 Top RIA. …
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 …