I helped my parents move 3 times to different retirement communities, and I’ve learned a lot the hard way. The first move was from their home of over 40 years to an independent living community in our hometown of Tuscaloosa. Mom and Dad settled in, made friends, and lived there for 8 years until my …
CEO DeLynn Zell® was named to the 2019 – 2020 Leadership Alabama Class. The statewide program for Alabama leaders will enable them to foster relationships with fellow leaders, learn about the opportunities and challenges facing the state and deepen their connections with Alabama. This is Leadership Alabama’s 30th class and includes a host of CEOs and …
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 Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® conducted a live webinar on Tuesday, July 16 to review market activity in the first half of the year. Zach provides a brief summary of what has occurred, our views on portfolio positioning, and answered questions from webinar participants. If you could not join us …
A few years back, as my family was leaving Easter services, I turned to my husband and remarked how nice the service was- especially after a hectic crazy morning getting two little boys away from their Easter baskets and into their church clothes. He agreed and then my youngest son who was probably five or …