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New Year, New Plan

As we enter a new year and begin prioritizing our New Year resolutions, it is important to take stock of your financial health by reviewing where you are now and where you want to be.  The beginning of the year is always a great time to adopt healthier financial habits, and it can begin by …

A New Year’s Resolution

“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela As many of us anxiously await the dawn of a new year, we would like to share a resolution that may be worthy of your consideration.  Unknown to many, as part of the Alabama Accountability Act, the state …

New Covid Relief Bill: What You Need to Know

As the year ends, Congress has passed a spending bill¹, signed by President Trump last night, which includes $900 billion of economic stimulus relief.  At almost 6,000 pages in length, some say it represents a page for each day 2020 has seemingly lasted!   Just over one year ago, Congress passed The SECURE Act, a sweeping …

Financial Friday – December 18th, 2020

Bridgeworth Partner and Chief Investment Strategist Zach Ivey, CFA, CFP®, ChFC®, provides a breakdown of this week’s market activities.   As Chief Investment Strategist, Zach is responsible for leading the firm’s investment committee, which conducts research and manages more than $1.5 billion of assets.  Zach is frequently quoted and featured in local and national business publications …

Bridgeworth Spirit Award 2020

In 2018, the Spirit of Bridgeworth Award was introduced.  Its creation was to celebrate members of Bridgeworth who exemplify excellence by exuding passion about their work, acting with integrity, leading by example, and going above and beyond without hesitation. We are pleased to announce the winner of this year’s spirit award is Embree Deason, Bridgeworth’s …