How to Survive the Dog Days of Summer
It often seems as if summer lasts from Easter to Halloween. But we typically see the hottest of the hot days (the “dog days” of summer) in late July and August. And this raises some concern for keeping safe and cool. Seniors in particular may be at higher risk of...
Time to Get Your Financial House in Order
Out with the old and in with the new as we march headstrong into 2022. There’s a good chance that you’ve recently spent time organizing your home or office to improve clarity and efficiency—the same should be true of your finances! Try some of these tips as you...
Bob’s Pick: “Don’t Get Too Hung Up on a Retirement Savings Number”
Article originally appeared on Kiplinger.com Written by Katherine Reynolds Lewis “Experts generally recommend having enough savings to generate about 80% of your preretirement income annually, after factoring in what you’ll get from Social Security and any...
Social Security and Spousal Benefits
If you’re getting Social Security retirement benefits, some members of your family may also qualify to receive benefits on your record. Your ex-spouse or spouse may receive a monthly payment of up to one-half of your retirement benefit amount if they qualify. These...
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.