Our helpful blog articles are full of great information on a variety of financial topics.
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 Misinformation often spreads through word of mouth, outdated advice, or misunderstood financial concepts....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...
Balancing Risk and Return and Understanding Asset Allocation to Optimize Your Investments
Asset allocation is a key concept in portfolio management, focusing on distributing investments across various asset classes like stocks, bonds, and cash to balance risk and return. This strategy is tailored to an investor’s financial goals, time horizon, and risk...
Checking in with Your 2025 Spending Plan for the New Year
The start of a new year is the perfect time to evaluate your financial habits and budget for the year. Setting aside some dedicated time to review your 2025 spending plan allows you to make changes based on your income, expenses, and financial goals. In this article,...
Set Practical Goals for Real Progress in 2025
Setting realistic financial goals is a cornerstone of effective money management and future planning. Clear and achievable goals provide a roadmap for your financial journey, allowing you to allocate resources wisely, track your progress, and make informed decisions...
The Financial Impact of Delayed Retirement: Is It Worth Waiting?
Deciding when to retire is one of the most significant financial choices many people face. While some may look forward to retiring as early as possible, others consider delaying retirement for various reasons. The financial implications of postponing retirement can be...
Smart Holiday Spending Ideas to Keep Your Finances on Track this Season
The holiday season brings the excitement of gift-giving, festive gatherings, and meals shared with family. However, it’s also a time when many people find themselves spending more than anticipated. While it’s easy to get caught up in the holiday spirit, keeping...
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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.