BESS BUTLER BRUNSON, CFP®

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Helping Families Create a Lasting Legacy

October 2022  By: BESS BUTLER BRUNSON, CFP®
Helping Families Create a Lasting Legacy
The recent passing of Queen Elizabeth II underscores the impact of leaving a lasting, meaningful legacy. While the Queen had biographers and the media to document her life in the public eye, we have a service at The Fiduciary Group to help our clients document and pass on their legacy and wealth...

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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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