Category: financial planning retirement
What Should You Do with Those Old Retirement Accounts?
You’ve worked hard over the years and diligently contributed to your workplace retirement account. You focused on the right things, like proper asset allocation, receiving the full employer match and deferring enough from each paycheck to reach your retirement goals. After all, you’re not planning...
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 for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.
A Great Achievement Earned by Our Director of 401(k) Advisory Services
The Fiduciary Group is pleased to announce that Kyle Powers, Director of 401(k) Advisory Services, has successfully completed all of the requirements of the CFP® Certification program and is now a CERTIFIED FINANCIAL PLANNER™ professional. To earn the right to use the CFP® marks, an individual must...
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,...
Traditional vs. Roth IRA: Which Option is Best for You?
You’ve been working hard and earning income for years, hopefully saving a portion of your earnings for retirement. With most pensions having gone away, retirement savings accounts like an Individual Retirement Account (IRA) are going to be your safeguard or reserve to generate retirement income....
Understanding SECURE Act Changes
Each new calendar year brings about changes in our savings and retirement planning efforts, and 2020 is no exception. With the December 2019 signing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, Congress set out “to make significant progress in fixing our nation’s...
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.
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...
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...