Our helpful blog articles are full of great information on a variety of financial topics.
It’s ID Theft Awareness Month, Are You Protected?
Identity theft isn’t a new phenomenon; however, the face of identity theft has changed dramatically. Over the years it’s evolved with the technology and economic landscape that surrounds it. Understanding your exposure and staying informed of the trends and methods...
Time to Get Your Financial House in Order
Out with the old and in with the new as we march headstrong into 2022. There’s a good chance that you've recently spent time organizing your home or office to improve clarity and efficiency—the same should be true of your finances! Try some of these tips as you get...
Bob’s Pick: “Don’t Get Too Hung Up on a Retirement Savings Number”
Article originally appeared on Kiplinger.com Written by Katherine Reynolds Lewis "Experts generally recommend having enough savings to generate about 80% of your preretirement income annually, after factoring in what you'll get from Social Security and any defined...
Social Security and Spousal Benefits
If you’re getting Social Security retirement benefits, some members of your family may also qualify to receive benefits on your record. Your ex-spouse or spouse may receive a monthly payment of up to one-half of your retirement benefit amount if they qualify. These...
Self-Employment Tax Benefits and Deductions
There are many benefits of being self-employed, but sometimes it can feel as though there are just as many hindrances. Many owners consider staying abreast of tax laws and changes tedious and frustrating, so partnering with an expert is generally in your best...
The Triple Tax Benefit Investment
It’s not often that the IRS provides a tax-free option for your money—so when it happens, it’s a good advantage to take. A Health Savings Account (HSA) is the one program that offers you three different tax benefits. Most people think of their HSA simply as a savings...
Are You Prepared for the Upcoming Tax Season?
Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here, and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time,...
How the Pandemic Impacted Taxes for the Self-Employed
The Coronavirus Aid, Relief, and Economy Security Act (CARES Act) provides relief to self-employed people by delaying the Social Security tax payment due in 2020 for two more years. Specifically, individuals were allowed to defer 50% of the Social Security tax on...
How Insurance Helps Small Businesses Manage Risk
Small businesses need suitable types of insurance to protect assets against damage and legal claims. While most business owners hope they’ll never have to rely on insurance, the truth is, it’s an essential investment. It could make the difference between closing up...
SECURE ACT 2.0: New Retirement Plan Incentives
There’s a potential game-changer being discussed when it comes to retirement savings. It’s called SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act), and it’s intended to help more Americans ensure they’ll have enough money during their...
Tips for Preventing Identity Theft
The Internet is your entrance to the marketplace for the world from the comfort of your home or office. There are safety concerns to address when it comes to identity theft and fraud because organized identity theft groups constantly try to remotely load spyware,...
How the Cost of Living Might Affect Your Monthly Budget
If you're one of America's 64 million Social Security beneficiaries, you might want to prepare yourself for a significant pay raise. According to the Social Security Administration, the annual cost-of-living (COLA) benefits increase starts with the year you turn 62,...
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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.