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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...
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...
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....
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...
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...
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. The reality is that inheriting a family home can be more of a...
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. Before...
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. Resurgent demand bolstered by mass...
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.
Why an Estate Plan Is the Best Gift You Can Give Your Grandchild
While awaiting the recent birth of my first granddaughter, I spent a lot of time thinking about the best possible gift I could give her. Ultimately, I decided that the ideal present for my grandchild was to give her parents–my daughter and her husband–a professionally drafted estate plan.