Our helpful blog articles are full of great information on a variety of financial topics.
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...
Tax-Efficient Ways to Share Wealth
The holiday season is a time for giving, and for those who wish to share their wealth, there are financially efficient strategies that help you give sensibly. Here are some options that can help with gifting wealth or assets for the holidays, while keeping tax...
Optimizing 401(k) Employer Match: Strategies for Long-Term Growth
A 401(k) plan is one of the most common ways employees save for retirement, and employer matching contributions can make it even more valuable. Employer matching means that your employer contributes additional funds to your 401(k) based on how much you contribute,...
Planning to Give: Giving Tuesday is December 3rd
How to align your generosity with your financial planning and why it mattes Giving Tuesday, celebrated annually on the first Tuesday after Thanksgiving, is a global movement that inspires individuals, families, and organizations to contribute to causes they care...
Strategies to Navigate Estate Planning Challenges and Foster Harmony in Blended Families
Estate planning for blended families can be a complex and sensitive process. Blended families, which may include remarried spouses, stepchildren, and biological children from previous relationships, present unique challenges when it comes to distributing assets and...
Understanding the True Cost of Delayed Financial Decisions and How to Overcome Them
Financial inertia—putting off or avoiding important financial decisions—can have significant consequences on your wealth. Many people delay actions like updating their investment strategies, adjusting their budgets, or planning for retirement, either out of...
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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.