MICHAEL McLEOD, CFP®

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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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The History of Retirement

February 2021  By: MICHAEL McLEOD, CFP®
The History of Retirement
For many Americans, building the financial assets to transition from daily work to retirement later in life stands apart as a top goal. The concept of retirement is deeply ingrained in today’s culture, but it’s actually a relatively new idea. In 1900, the average global life expectancy was just 31...

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Planning Throughout the Retirement Lifecycle

December 2020  By: MICHAEL McLEOD, CFP®
Planning Throughout the Retirement Lifecycle
We generally think about retirement in three broad phases. Within each phase, distinct trends and priorities have emerged among retirees in the numerous studies that have been completed on the topic. Each client has their own unique plans for retirement, but understanding these general patterns...

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The Election Is Over. Now What?

November 2020  By: MICHAEL McLEOD, CFP®
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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Survivorship Planning Checklist

May 2020  By: MICHAEL McLEOD, CFP®
Survivorship Planning Checklist
In many families, one partner takes a more active role in handling the finances than the other. Often, this division of labor stems from fear, time pressure or lack of interest. Regardless of the root cause, having one spouse exclusively handling family finances can put the other partner in a...

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Planning Amid Uncertainty

April 2020  By: MICHAEL McLEOD, CFP®
Planning Amid Uncertainty
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,...

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Year-End Planning Strategies

November 2019  By: MICHAEL McLEOD, CFP®
Year-End Planning Strategies
It always seems hard to believe, but another year is nearing a close and the holiday season is upon us. Now that we are in the final months of 2019, The Fiduciary Group team is hard at work helping our clients address a variety of year-end planning considerations.  The end of the year is a natural...

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The Importance of the CFP® Designation

September 2019  By: MICHAEL McLEOD, CFP®
The Importance of the CFP® Designation
Our clients are successful because they’re great at what they do, whether they own a local company, run a family-owned business or lead a large corporation. For clients who have a demanding work schedule, finding the time to focus on personal finances can be challenging, which is why it’s important...

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