The Ultimate Downsizing Checklist Before Retiring
By focusing on goals and priorities, you can create a new, simplified lifestyle As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters. While the process can be...
Retirement Tips for the High Net-Worth Individual
Retirement is a major milestone in the life of every individual, and it is no different for high-net-worth individuals. If you’re one of these individuals, you may think that being comfortable means you can worry less about retirement planning. However, the opposite...
Gen Z Should Be Your Retirement Role Models
Tips to help your retirement planning as you move towards your goals Generation Z, the youngest working generation, is commonly thought of as being consumed with the present and uninterested in the future. However, recent research has shown that this stereotype may...
6 Retirement Saving Tips If You’re 55-65
Whether you’ve already claimed Social Security benefits or are starting to think about utilizing a Social Security claiming strategy, start here with this checklist! 1. Max Out Your 401(k) If you’re in the latter stages of your career, you probably are in your...
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.