Our helpful blog articles are full of great information on a variety of financial topics.
How to Select the Right Retirement Account for Your Future Goals
Retirement planning often involves choosing the right IRA for you, whether that be a Roth or a Traditional account. Both options offer tax advantages, but the top choice for you depends on factors such as income, tax situation, and long-term financial goals....
How to Create a Diversified Investment Strategy for Long-Term Success
Investing wisely for the future often requires a strategy that balances risk with reward while aiming for steady growth over time. A diversified investment approach is one of the most effective methods to help spread risk and potentially improve overall returns. In...
Navigating Market Volatility: Strategies to Stay on Course in 2025
Market volatility is a natural part of investing, influenced by economic shifts, geopolitical events, and changing investor sentiment. As 2025 unfolds, we might encounter fluctuations that require thoughtful strategies to manage risk and maintain long-term goals....
Rebalancing Your Portfolio: Why Now Is a Good Time to Check Your Asset Mix
Market fluctuations, economic shifts, and personal financial changes can all impact an investment portfolio over time. What once aligned with financial goals and risk tolerance may have drifted due to market movements. Rebalancing is a chance to check your asset mix....
Amanda’s Pick: “Medicare Premiums 2025: IRMAA Brackets and Surcharges for Parts B and D”
Published by Kiplinger.com Written by Donna LeValley "If you have Medicare Part B and/or Medicare Part D prescription drug coverage, you could owe a monthly surcharge based on an income related monthly adjustment amount (IRMAA). These surcharges apply to enrollees in...
Debunking Common Investment Myths: What You Need to Know
Investing is an essential component of building wealth and planning for the future, yet many misconceptions can cloud judgment and lead to poor decision-making. Misinformation often spreads through word of mouth, outdated advice, or misunderstood financial concepts....
Exploring the Benefits and Considerations of Adding Annuities to Your Retirement Plan
Planning for retirement involves making thoughtful decisions about how to create a sustainable income that lasts throughout your lifetime. One option to consider as part of your retirement strategy is an annuity. While annuities aren’t right for everyone, they can...
Early Steps to Simplify Filing and Align Your Tax Strategy
Tax season may feel far away, but starting early can help streamline the process and reduce stress when deadlines approach. By organizing your financial information and planning ahead, you can identify opportunities to align your tax strategy with your overall...
More SECURE Act 2.0 Changes: What 2025 Brings to Retirement Planning
The SECURE Act 2.0 has introduced several significant updates to the rules governing retirement savings, many of which will take effect in 2025. These changes are designed to increase savings flexibility, offer new opportunities for long-term growth, and address the...
Amanda’s Pick: “Secure Your Retirement Paycheck: The Power of Three Buckets”
Article published by Kiplinger.com Written by Pete Tychsen "If you’re feeling whiplash these days when you check your investment accounts, you’re not alone." "Although the stock market has generally climbed higher in the past few years, we all can agree that it’s been...
Simple Financial Strategies to Help Single Parents Build a Stronger, More Confident Future
Being a single parent means juggling responsibilities, especially when it comes to finances. Between raising children and managing a household, money can feel stretched thin. But with a few practical steps, you can gain control over your finances and reduce stress....
Create an Investment Portfolio that Aligns with Your Goals and Investing Style
Building and maintaining an investment portfolio involves strategic planning and ongoing management. An effective portfolio blends diverse investment types, considers long-term and short-term goals, and adapts to changes over time. Below, we’ll review 10 strategies...
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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.