Our helpful blog articles are full of great information on a variety of financial topics.
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...
Start Early with These Practical Steps to Strengthen Your Financial Plan for the New Year
As 2025 approaches, now is an ideal time to review your finances and set goals that align with your long-term vision. Taking proactive steps early on can help you establish habits that make it easier to reach your objectives. This article will outline practical...
Year-End Tax Optimization: Strategies to Minimize Your Tax Burden
As the end of the year approaches, it’s a prime time to review your financial situation and make adjustments that could impact your taxes. Tax optimization strategies are essential tools that can help you manage your tax liabilities and make informed decisions about...
Amanda’s Pick: “9 Major Medicare Changes for 2025 and How They’ll Impact Your Coverage”
Article published by Investopedia.com Written by Lora Shinn "In 2025, Medicare will undergo some of the most significant changes in a generation. Changes to Medicare will include a $2,000 limit on out-of-pocket Part D drug costs, an opt-in payment plan, and some...
Getting Ready for a Cold Market: Financial Planning for Uncertain Times
As winter approaches, we naturally adjust our habits and prepare for the seasonal changes. Whether you're in colder states, investing in new winter gear like coats or boots, or restocking sand or salt for icy sidewalks, the shift in weather demands action. Even in...
Interviewing Financial Advisors: 10 Key Questions to Ask
Selecting a financial advisor is an important decision when working toward your financial goals. Similar to choosing a doctor or lawyer, it’s vital to find an advisor whose approach aligns with your needs and values. Interviewing financial advisors allows you to...
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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.