The Financial Impact of Divorce After Age 50
Facing a divorce after the age of 50, especially as you near retirement, can be especially fraught with financial implications you may not have considered. Even if you’ve been anticipating this significant life transition, often referred to as “gray divorce”, it may...
Planning to Bridge the Retirement Savings Gap
New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...
Retirement Planning: A Map to Changes in 2024
Navigating these demands an adaptable approach to financial planning As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other...
New Year, New Goals: Planning Your Money Moves for 2024
The coming of a new year inspires much thinking and planning. You may be looking for ways to structure and organize your life to be prepared for a brand-new year, especially when it comes to your personal finances. As you plan your money moves for 2024, it’s important...
Bob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he has a zeal for transforming uncertainty into stable ways for you to protect your future and your family. He knows that the quality of your life you enjoy today can remain as rewarding—or even better—after retirement.
With a strong background in information technology, Carol is instrumental in building operational policies and strategies that keep the organization functioning smoothly. Carol’s organizational skills and her flexibility to jump from priority to priority along with her commitment to customer service makes her an essential part of the Grimard Financial team. When Carol is not working with the Grimard Financial Family, she is a very creative and accomplished photographer.