MICHAEL McLEOD, CFP®, CTFA
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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...
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...
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,...
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...
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...