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Five Rules for Financial Planning During Crisis

We’re concerned about Coronavirus. We’re worried about how it may impact our physical health. We’re also uneasy about the impact of small business closings and the stock market decline on our financial health.  On top of all these concerns, we’re anxious about our mental health as we have to practice social distancing.  Partner Patti Black, …

CEO DeLynn Zell Recognized as One of 30 Women Who Shape the State

DeLynn Zell, CFP® and managing principal at Bridgeworth, LLC, was recently recognized by Birmingham magazine and Alabama Media as one of 30 Alabama Women Who Shape the State.  At a celebration held on Friday, November 2 at the Haven, 30 women ranging from politicians to restauranteurs, bankers to lawyers, and just about every profession in between were recognized …

Bridgeworth Invests in Breast Cancer Research at the Pink Palace Casino Night

On April 14, the Breast Cancer Research Foundation of Alabama (BCRFA) held its 10th Annual Pink Palace Casino at Haven. More than 250 supporters of the BCRFA attended this night of Vegas-style casino gaming while raising money for breast cancer research. The BCRFA takes a comprehensive approach to battling breast cancer through support of collaborative …

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 …

Patti Black, CFP® featured in Birmingham Business Journal’s Table of Experts: Women in Finance

Partner Patti Black, CFP® was interviewed in the Birmingham Business Journal’s Table of Experts: Women in Finance. The full version can be found here: BBJ Table of Experts Women in Finance. The following is an excerpt.   BBJ: What are some of the unique considerations for women when it comes to planning their financial future? Black: …