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Panini Pressed

“They” say I’m in the “sandwich generation,” the generation taking care of both our children at home and our aging parents. But “sandwich generation” does not paint a realistic picture for me. When I think of a sandwich, I think of a Dagwood type sandwich with fluffy bread piled high with meat, cheese, lettuce, tomatoes, …

Alabama Legislature Clarifies IRA Protections

Thanks to our legislature and our professional organization, the Financial Planning Association of North Central Alabama, investors of Alabama may now more clearly understand how their IRAs are protected from court settlements and creditors. About three years ago, as president of our local chapter, it was brought to my attention that the language that defines …

Industry Leaders Patti B. Black, CFP® and Jonathan E. Millican, CFP® Join Bridgeworth, LLC

Bridgeworth, LLC is pleased to announce the addition of Patti B. Black, CFP® and Jonathan E. Millican, CFP®. Prior to joining Bridgeworth, Black and Millican were with Kinsight, LLC where Black served as Senior Financial Planner and Millican served as Director of Financial Planning Operations managing a team of 4 financial planners, 2 paraplanners. Bridgeworth, LLC …