Bridgeworth, LLC is pleased to announce that Jeris Gaston, CFP ®, CRPC® and William Hocutt, CFP® , CPA, have been promoted to partners of the firm. Gaston has been advising clients since 2007 in the areas of wealth accumulation, retirement planning, investment management, and comprehensive financing planning. Gaston is a 2005 graduate of Birmingham-Southern College and a …
Continuing education—thank goodness it is required for CFP® professionals because CE brings us knowledge that we likely would not have otherwise. One of the most memorable sessions I’ve attended had to do with long term care, presented by Jack Broyles. Many of you may remember his father, Coach Frank Broyles of Arkansas. Sadly, Alzheimer’s set …
As we’ve taken time to celebrate our 10th anniversary, we’ve reflected on the most important component of our success, our employees. We established the Bridgeworth Spirit Award to honor employees who exemplify excellence by being passionate about their work, acting with integrity, leading by example, and going above and beyond without hesitation. We are pleased …
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 …
Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP® provides insight into the current market volatility and an overview of 2018 market activity. For a more in-depth look at 2018 Market Activity – read 2018: A Year of Volatility. Read A Few Lessons for the “Playing Field” to better understand the current market volatility and …