On January 30th, the World Health Organization (WHO) declared a public health emergency regarding the outbreak of COVID-19, also known as the “coronavirus”. The virus stayed relatively contained within Wuhan, China for several weeks, and aggressive measures were made to contain the spread. The seriousness of the virus is hard to tell, and those infected …
Bridgeworth Insights
Calendar of Events
SECURE Act Impact Part 2: 5 More Types of Individuals Impacted by the New Law
Welcome to Part 2 in the Who, What, and When of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. If you missed Part 1, which addressed the two most publicized changes within the SECURE Act: the push back of the start date for *Required Minimum Distributions from retirement plans, and the semi-elimination of …
SECURE Act Impact Part 1: What Retirement Account Owners Can Learn From The Boss, The Piano Man, and Gooney Bird
That rustling sound you may have heard in late December was not Santa, nor a late-night Amazon delivery, but rather Congress passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act on December 19, 2019 (which President Trump signed into law the following day). While most of the SECURE Act’s provisions became effective on …
Bridgeworth Promotes Embree Deason to Director of Operations
Bridgeworth, LLC is pleased to announce that Embree Deason has been promoted to Director of Operations. In her new role, Deason is responsible for all firm staffing, and systems and oversight related to the day-to-day operations of the firm. Deason joined the Bridgeworth team in 2000 after graduating from Samford University. At Bridgeworth, she has …
Planning for Your Digital Assets
Benjamin Franklin famously said, “In this world, nothing can be said to be certain, except death and taxes.” No one enjoys paying taxes, but our communities benefit from parks, better roads, schools, libraries, etc. However, with death, it’s our survivors who benefit from our estate plan. The conversation about what to do with our assets …