The Ten Critical Ages for Retirement Planning
Each type of retirement benefit has a different eligibility age. Your age plays a significant role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties. Key Milestones for Retirement: 49 — Max out...
HSA Just Might Be the Holy Grail of Savings Accounts
Pre-tax contributions, tax-free withdrawals, and tax-free gains = the Holy Grail of savings opportunities. If you estimate yourself at the 25% tax bracket when you retire, and you put $60,000 into a savings account, you lose $15,000 to taxes; but if you put it in an...
Important Paperwork Checklist
Certain documents ensure your ability to assist your loved ones in a medical or financial emergency and, upon their death, ease the distribution of their estate. Your loved ones need to create these documents when they’re still capable of making decisions. Medical...
Are You Making Any of These Six Investment Pitfalls?
Do you have a false sense of security that the market is going to offer smooth sailing? Think back on the not-too-distant past to the dot-com bubble, the Great Recession, and the 2020 COVID-19 pandemic. It’s choppy waters out there! ARE YOU: Taking too much...
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.