A Great Achievement Earned by Our Director of 401(k) Advisory Services

The Fiduciary Group is pleased to announce that Kyle Powers, Director of 401(k) Advisory Services, has successfully completed all of the requirements of the CFP® Certification program and is now a CERTIFIED FINANCIAL PLANNER™ professional.  To earn the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: Education – In…

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Planning Amid Uncertainty

April 2020  By: MICHAEL McLEOD, CFP®

In times of heightened volatility and uncertainty, it’s helpful to revisit the fundamental question of why we plan and invest in the first place.  As the COVID-19 pandemic continues to unfold, we will continue to see significant and wide-ranging implications on many aspects of our daily lives, businesses, and communities. The financial markets, too, have…

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Traditional vs. Roth IRA: Which Option is Best for You?

April 2020  By: KYLE POWERS, CFP®, MBA, AIF

You’ve been working hard and earning income for years, hopefully saving a portion of your earnings for retirement. With most pensions having gone away, retirement savings accounts like an Individual Retirement Account (IRA) are going to be your safeguard or reserve to generate retirement income. The type you choose — whether a Traditional IRA or a…

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Why You Should Write a Letter to Your Executor–and What to Say in It

April 2020  By: MALCOLM BUTLER, JD

This article was originally published to subscribers of The Wall Street Journal, found HERE. I once had a client who half-jokingly told me he wanted to be buried with his iPhone in his hand so he could call me—the executor of his estate—from the afterlife to make his voice heard. Writing a letter to your…

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