BESS BUTLER BRUNSON, CFP®
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Strategic Options for Education Savings
One of the best gifts you can give your children or your grandchildren is to plan ahead to help reduce their student debt burden in college and beyond. Nearly 44 million Americans have student loans valued at more than $1.57 trillion, as of August 31, 2023, according to the New York Federal...
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...
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...