Brooks Brown, Author at Grimard Financial Group

New Year, New Financial Checklist

by Brooks Brown | Dec 6, 2022 | Retirement Planning

Take Inventory Calculate your income, your expenses, and your assets. With this information, you can assess where you can cut back costs and more efficiently save. This will also help you set realistic goals so you can work towards achieving them. Set Your Goals As...

Give Yourself a Boost Towards Your Financial Goals

by Brooks Brown | Nov 28, 2022 | Financial Planning

For some, especially during these tough market conditions, their retirement investments and savings may have declined. Due to this setback, your retirement timeline may have been pushed back, tightening your budget, making you work more years than you planned, and has...

How to Save for a Major Expense in Retirement

by Brooks Brown | Nov 28, 2022 | Financial Planning

Saving for large expenses, whether in retirement or during your working years, is a tall task. It often requires you to cut back on spending and find ways to maximize your income. However, in retirement, there are some key differences when saving up for a large...

You Won’t Reach Your 2023 Financial Goals Without Priorities

by Brooks Brown | Nov 28, 2022 | Financial Planning

If you search the Internet for tips on financial strategies, you’ll see many general rules and broad advice that may apply to an “average” retirement saver or retiree. But the truth is, those general pieces of advice rarely apply to you in an actionable way. Instead,...

Assessing Your Financial Goals for 2023

by Brooks Brown | Nov 28, 2022 | Financial Planning

For many, the turn of the new year is a time to self-reflect and make resolutions. There’s no better time to assess your financial goals for the new year and beyond by following proper financial goal-setting practices. Setting short-term, midterm, and long-term...