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One-Size-Fits-None™ Retirement Series is Back for the Fall: Birmingham and Huntsville Locations

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 …

Care for the Long-Term Caregiver

Continuing education—thank goodness it is required for CFP® professionals because CE brings us knowledge that we likely would not have otherwise. One of the most memorable sessions I’ve attended had to do with long term care, presented by Jack Broyles. Many of you may remember his father, Coach Frank Broyles of Arkansas.  Sadly, Alzheimer’s set …

Is There An Elephant In Your Room?

Today’s guest blog is by Peggy Fortson, CLTC, LTCP, CSA – Long Term Choices, Inc.  Peggy Forston will be in the Bridgeworth Birmingham office for two sessions on Monday, April 30: 10:00 am and 2:00 pm. See the invite below to make a reservation. Seating is limited. That popular image of a behemoth nearly crowding …

Happy 20th Birthday, Roth IRA

Happy 20th Birthday, Roth IRA! On August 5th 1997, Bill Clinton signed the Tax Relief Act of 1997 into law. This new tax law created a new type of IRA for American savers. The IRA was named after Delaware Senator William V. Roth Jr and the Roth IRA became available in January 1998. To celebrate …