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Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue

September 2021  By: TFGADMIN
Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue
The Fiduciary Group's 401(k) Investment Advisor Bess Butler Brunson, CFP® was recently named to Georgia Trend’s 2021 40 Under 40 class for her contributions to the Savannah community and the state of Georgia. Brunson is the only Savannah-area honoree featured in Georgia Trend’s 40 Under 40 issue...

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The Importance of Getting on the Same Financial Page as Your Spouse

September 2021  By: JOEL GOODMAN, CFA
The Importance of Getting on the Same Financial Page as Your Spouse
I’m currently preparing to become an empty nester and recently lost my father-in-law. As a result, I’m thinking about the future and reflecting upon my own mortality, even more so than usual. Whether you’re dealing with the loss of a loved one, children moving on to college, or other landmark...

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Bess Butler Brunson Earns CERTIFIED FINANCIAL PLANNER™ Certification

September 2021  By: TFGADMIN
Bess Butler Brunson Earns CERTIFIED FINANCIAL PLANNER™ Certification
We are pleased to announce that Bess Butler Brunson recently earned her CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification sets the highest standard for financial planners in the United States, requiring high competency as well as ethical and professional standards for financial...

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Financial Planning Is an Ongoing Process

September 2021  By: JUSTIN KOHLER, CFP®
Financial Planning Is an Ongoing Process
Financial planning is never static, fixed, or inflexible. Instead, it’s an iterative process that requires monitoring, evaluating, and adjusting as life changes over time. The planning process provides a foundation by which we systematically evaluate a wide range of key financial & life decisions....

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Why An Estate Plan Is Essential For Investors

July 2021  By: MICHAEL McLEOD, CFP®
Why An Estate Plan Is Essential For Investors
A new President brings new priorities and a new fiscal plan to fund those priorities. Consequently, there has been much discussion this year of potential impacts to income and estate taxes. Despite a lot of conversation and preliminary proposals, we still lack clarity on what changes may ultimately...

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Goodman and McLeod Earn CTFA Designation

July 2021  By: TFGADMIN
Goodman and McLeod Earn CTFA Designation
Please join us in congratulating our Chief Investment Officer Joel Goodman, CFA and Senior Wealth Advisor and Director of Financial Planning Michael McLeod, CFP® on passing the Certified Trust and Fiduciary Advisor (CTFA) exam and earning their CTFA designation. Joel and Michael have been working...

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Why You Shouldn’t Leave Family Property to Your Children

July 2021  By: MALCOLM BUTLER, JD
Why You Shouldn’t Leave Family Property to Your Children
I’ve had numerous clients leave family homes—from beach houses to picturesque farms—to their children as part of their estate plans. However, despite the best of intentions, this decision isn’t always in the best interests of the heirs.

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TFG Welcomes Justin Kohler

July 2021  By: TFGADMIN
TFG Welcomes Justin Kohler
We are excited to announce that Justin Kohler, CFP® has joined the TFG team as a Wealth Advisor. In his new position, Kohler serves as a client relationship manager, financial planner and investment advisor to individual clients and also provides support to senior advisors at the firm.

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Is Inflation Back?

July 2021  By: JARED HAMMERS, CFA
Is Inflation Back?
As the economy reopens and we begin our post-pandemic lives, the world is starting to feel normal. However, many market prognosticators are calling for something that has not been present in America for a long time – a sustained period of above average inflation.

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Keep an Eye on Proposed Tax Changes to Fund U.S. Economic Stimulus Plans

May 2021  By: JOEL GOODMAN, CFA
Keep an Eye on Proposed Tax Changes to Fund U.S. Economic Stimulus Plans
The fiscal stimulus train in Washington has continued to move forward. To date, Congress has passed several stimulus plans totaling an eye-popping $5 trillion to help mitigate the negative financial impact of the pandemic on Americans from coast to coast.

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