Our helpful blog articles are full of great information on a variety of financial topics.
Assessing Your Financial Goals for 2023
For many, the turn of the new year is a time to self-reflect and make resolutions. There’s no better time to assess your financial goals for the new year and beyond by following proper financial goal-setting practices. Setting short-term, midterm, and long-term...
The State of Long-Term Care: Reflecting on LTC Awareness Month
The 2020 pandemic put the spotlight on the in-facility long-term care (LTC) industry. Nursing homes and assisted living facilities experienced woeful staffing shortages and unsafe practices that put people’s loved ones at high risk of the then life-threatening...
How to Choose a Nursing Home
Considering a nursing home for long-term care or elder care is one of the most difficult decisions you and your family can encounter. Whether you have a health risk and planning for a future in a nursing home or are considering a nursing home for your elderly parents,...
How Do Medicaid and Long-Term Care Relate?
Government assistance programs are a common option for people looking for healthcare coverage, especially over the age of 65. However, while Medicare covers a lot, even covering emergency hospital visits at no cost, it doesn’t cover long-term care. Medicaid, a...
Debunking Costly Assumptions About Healthcare in Retirement
Healthcare is an often-overlooked piece to the puzzle of your retirement finances. But it’s one of the largest, most important costs you’ll have to cover in your later years. It’s important to mention any health risks you have or may develop to your financial advisor....
What You Need to Know About Long-Term Care and Home Care
This month marks Long-Term Care Awareness Month. We have the knowledge and tools these days to live healthily and happily throughout our lives. But as we age, we need to invest more in our health. That’s why it’s crucial to understand how to properly seek out and...
Five Keys to Authentic Retirement Happiness
The ability to enjoy our golden years is the same as the ability to be happy People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire,...
IRS Adjusts Tax Brackets to Account for Inflation
Shifts in tax brackets as well as the standard deduction slated for 2024 On October 18, 2022, the IRS announced tax year 2023 adjustments for tax returns filed in 2024. From the IRS directly: “The tax items for tax year 2023 of greatest interest to most taxpayers...
Preparing for a Wintery Market with A Helping Hand
When the winter seasons come around, you’ll likely have to adjust your routines and prepare. If you’re in colder states you may be looking to purchase a new winter coat or snow boots, skiing equipment for your winter holidays, or you may be restocking your sand or...
Don’t Get Spooked by Common Retirement Mistakes
This Halloween season, you may be thinking about spending time with friends and family and planning fun Halloween events with them. You may not be thinking about all the nuances of your retirement plan, but when you think about the costs of making mistakes with your...
Are You Prepared for The Costs of Retirement?
Healthcare is one of the largest expenses for people in retirement, but it’s not easy to budget for them. Sometimes, accidents happen, or certain health-related concerns can come out of nowhere. Because of how difficult it can be to predict; it can be just as...
Medicare Open Enrollment is Around the Corner!
With all this market volatility and inflation, talk about investment strategies and portfolio longevity seems to dominate the retirement planning airways. But one of the most important aspects of retirement is often overlooked: Medicare. Medicare is a crucial service...
How Can We Help You Today?
Disclaimer: By providing my phone number to Grimard Financial Group, I agree and acknowledge that Grimard Financial Group may send text messages to my wireless phone number for any purpose. Message and data rates may apply. We will only send one SMS as a reply to you, and you will be able to Opt-out by replying “STOP”. For more information on how your data will be handled please read our privacy policy in the footer of our site.
CALL
Office: (603) 261-3736
Bob's Direct: (603) 809-2698
Amanda's Direct: (978) 252-4525
VISIT
11 Continental Blvd.
Merrimack, NH 03054
25 Chatfield Drive
Litchfield, NH 03052
VISITS BY APPOINTMENT ONLY
CONNECT
bob@grimardfinancial.com
dawn@grimardfinancial.com
amanda@grimardfinancial.com
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.