Mid-Year Financial Checkup
The plans you considered so important at the end of 2021 may not hold that same importance now that we’re in the middle of 2022. It’s time to see if your financial goals are still relevant and if yes, are you meeting them? It might also be time to consider a budgeting...
Enlisting the FIRE Movement to Retire Really Early
Are you considering retiring before your full retirement age? Then you’re a part of the FIRE Movement, also known in long-form as “Financial Independence, Retire Early.” The Movement requires you to accumulate enough wealth to support your lifestyle without a...
Bob’s Pick: “Choppy Market Impacting Your Retirement Income Plan?”
Article originally published by Kiplinger.com Written by Jerry Golden “In response to the wild market swings caused by inflation and Russia’s attack on Ukraine, most investment advisers are publishing articles about staying the course during volatile times. I’ve found...Planning For Unexpected Costs Before You Retire
Your retirement planning needs to incorporate more than just investments Your open heart and your destitute relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true cost to your future before you write that...
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.