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The Election Is Over. Now What?

November 2020  By: MICHAEL McLEOD, CFP®, CTFA
The Election Is Over. Now What?
Election Day 2020 has come and gone, and many clients are naturally interested in what the results mean for their personal finances. Although President-elect Joseph Biden’s policy agenda offers stark contrasts to many current policies, particularly in the realm of tax policy, the degree to which...

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Employee Spotlight: Kyle Powers

November 2020  By: TFGADMIN
Employee Spotlight: Kyle Powers
Kyle Powers, Director of 401(k) Advisory Services at The Fiduciary Group, is a U.S. Navy Surface Warfare Officer and Navy Reserve Commanding Officer who has traveled the world through military service, conducting search and seizure operations in the Northern Arabian Gulf and participating in...

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Preventing the Need for Early Retirement Account Withdrawals

November 2020  By: BESS BUTLER BRUNSON, CFP®
Preventing the Need for Early Retirement Account Withdrawals
Over the past several months, 401(k) plan participants have asked about taking advantage of pandemic-related CARES Act changes to retirement account withdrawals. Although the CARES ACT has made it easier to withdraw funds, this should only be done as a last resort. Steps can be taken to prevent the...

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