5 Ways to Ease the Transition Before and After Retirement

December 2019  By: JOEL GOODMAN, CFA
5 Ways to Ease the Transition Before and After Retirement
You’ve worked hard your entire career, creating an exceptional track record at work and building a successful, fulfilling life for your family. Retirement is on the horizon – or, perhaps, it’s already here.

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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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Is Your Company’s 401(k) Plan Truly Looking Out for Employees?

November 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Is Your Company’s 401(k) Plan Truly Looking Out for Employees?
As a responsible employer, you want the best for your team members and your company. In today’s competitive job market, it’s important to offer your employees an effective 401(k) plan that will help them achieve financial success in retirement as well as improve their overall financial wellness in...

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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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Multigenerational Family Unity and Prosperity

August 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Multigenerational Family Unity and Prosperity
If you could see your children, grandchildren, and great-grand children together at a family gathering 50 years from now, what would you want to see and hear?

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Establish Trusts to Create Peace of Mind

July 2019  By: MALCOLM BUTLER, JD
Establish Trusts to Create Peace of Mind
I recently had an older client with a significant net worth who spent most of his life in good health, but experienced a severe mental decline in his final years. Unfortunately, he never set up a trust to protect his assets, so it became challenging to look out for his best interests using only a...

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July is National Retirement Planning Month

July 2019  By: TFGADMIN
July is National Retirement Planning Month
In coordination with this July's national retirement planning month, Julia joined WTOC Mid-Morning LIVE to give sound advice and tips on saving for retirement. Watch the interview here!

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Saving for Your Child’s College Education

June 2019  By: SCOTT McGHIE, CFA, CPA
Saving for Your Child’s College Education
Benjamin Franklin once observed, “An investment in knowledge always pays the best interest.” Indeed, planning for your children to attend college is one of the most important investment decisions you’ll make in life. That plan must be developed, reviewed and adjusted many times through the years,...

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What to Do When a Loved One is Diagnosed with Dementia

May 2019  By: MALCOLM BUTLER, JD
What to Do When a Loved One is Diagnosed with Dementia
We have seen an increase in the number of our clients or their parents suffering from dementia.  According to the Alzheimer’s Association, there are just under 6 million Americans living with Alzheimer’s and this figure is expected to grow to nearly 14 million in the next 30 years.  As we continue...

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Sustaining Family Wealth & Unity

May 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Sustaining Family Wealth & Unity
Historically, 70% of inheritors squander their inheritance, and 90% of families fail to maintain their family unity and wealth for more than three generations.  If Financial Planning helps protect and grow your money, and Estate Planning prepares your money for your family,  Heritage Design, the...

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