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How Much Does Happiness Cost? The Not So Secret Secret

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 …

When Life Gives You Lemons, Make Lemonade Day Birmingham!

This week we are handing the reins over to K.C. Dada, Program Director for Birmingham Education Foundation. Bridgeworth is a proud partner in the Birmingham Education Foundation’s inaugural Lemonade Day. At the Birmingham Education Foundation, we are committed to supporting our students on their paths to college, career, and life readiness. And as Birmingham continues …

Planning in the Midst of a Medical Crisis

As financial advisors, we help our clients to consider and plan – not only for their own goals but also for some of life’s serious “what ifs.”  What if you want to retire early?  What if you want to buy a vacation home?  What if your child is planning to attend graduate school? What if …

The Downside of Random: Don’t Gamble with the Averages

This article originally appeared in the May 6 issue of Birmingham Medical News. Check-ups, tests, and results. Doctors provide, measure, and deliver data to patients every day, often with profound implications. Financial advisors, at least the diligent ones, offer the same to their clients. Much of our data focuses on helping people have confidence that …