From time-to-time walking the hallways of Bridgeworth, you will hear a story coming from one of the founding partners about the “fun” they used to have while learning about the financial planning profession. While your definition of fun may not consist of being locked in a conference room with your peers studying for a finance …
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 …
Each summer for the past 24 years I have spent one week at a little camp called Harmony Highlands Singing School, first learning and now teaching others how to sight-read and sing a cappella using the solfége system. (If you’ve seen The Sound of Music, think about the scene where Maria teaches the von Trapp …
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 …