Don’t Get Spooked by Common Retirement Mistakes
This Halloween season, you may be thinking about spending time with friends and family and planning fun Halloween events with them. You may not be thinking about all the nuances of your retirement plan, but when you think about the costs of making mistakes with your...
Are You Prepared for The Costs of Retirement?
Healthcare is one of the largest expenses for people in retirement, but it’s not easy to budget for them. Sometimes, accidents happen, or certain health-related concerns can come out of nowhere. Because of how difficult it can be to predict; it can be just as...
Protecting Your Retirement with the Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or getting rich quickly. This means that retirement requires a perspective on your wealth and income that accounts for your needs at different stages of your life, from the...
Early Retirement Planning and Social Security
Early retirees receive lower monthly Social Security benefits than older retirees, but this may not mean they receive less. What can this mean for you in your retirement planning? If you retire between the ages of 62 and 65, your full benefit is reduced by five-ninths...
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.