Our helpful blog articles are full of great information on a variety of financial topics.
Early Retirement Planning and Social Security
Early retirees receive lower monthly Social Security benefits than older retirees, but this may not mean they receive less. What can this mean for you in your retirement planning? If you retire between the ages of 62 and 65, your full benefit is reduced by five-ninths...
How to Survive the Dog Days of Summer
It often seems as if summer lasts from Easter to Halloween. But we typically see the hottest of the hot days (the “dog days” of summer) in late July and August. And this raises some concern for keeping safe and cool. Seniors in particular may be at higher risk of...
A Woman’s Financial Planning Checklist
Women often face financial headwinds that can affect their ability to achieve financial security. The good news is that women today have never been better positioned to achieve financial security for themselves and their families. With an expected longer life span,...
Bob’s Pick: “Is an IRA Roth Conversion Right for You?”
Article originally published by Vanguard.com Would converting from a traditional IRA to a Roth IRA be a smart move for you? Understand the tax implications before you decide. The benefits of a Roth conversion A Roth conversion refers to taking all or part of the...
Making the Most of Your HSA
The average couple retiring today needs a whopping $315,000 to cover the cost of health care throughout their retirement.1 You’ll want to plan for those future health costs. Have you considered that your HSA (Health Savings Account) can be more than just a medical...
Don’t Let Inflation Stress You Out During Retirement
ForbesAdvisor.com recently reported, “According to a 2020 survey from Allianz, nearly half of Americans are worried that rising prices in retirement will cause basic expenses to be unaffordable once they stop working. But there’s an interesting wrinkle to that Allianz...
Different Generations, Different Financial Viewpoints
Every generation views their situation differently, from fashion to food to finance, and currently, there are seven defined generations. Let’s see how their views differ on finances and if you line up with your generation. 1910-1927 The Greatest Generation: Frugal...
Three Life Insurance Myths Young Families Should Research
For young couples just getting started, new commitments, such as buying their first home or having children, bring with them the responsibility of making sure their loved ones are financially covered. Life insurance can help loved ones maintain their standard of...
Mid-Year Financial Checkup
The plans you considered so important at the end of 2021 may not hold that same importance now that we’re in the middle of 2022. It’s time to see if your financial goals are still relevant and if yes, are you meeting them? It might also be time to consider a budgeting...
Bob’s Pick: “Who Should Consider an Annuity (and Who Shouldn’t)?”
Article published by Kiplinger.com Written by Brian Skrobonja "You can make your best effort for planning your retirement, but how much of what you are thinking or planning can you actually control? "You can’t control the market, how long you’re going to live,...
Top Five Financial Tips to Share with Your Adult Children
If we’re not careful with spending habits, the phrase “where does the time go?” can easily be applied to “Where does the money go?”. And this applies to the old and the young, so it pays to start early with good financial habits. Know your credit score If you aren’t...
Enlisting the FIRE Movement to Retire Really Early
Are you considering retiring before your full retirement age? Then you’re a part of the FIRE Movement, also known in long-form as "Financial Independence, Retire Early.” The Movement requires you to accumulate enough wealth to support your lifestyle without a paycheck...
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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.