Our helpful blog articles are full of great information on a variety of financial topics.
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...
Choosing the Right Protection: Disability, Life, and Long-Term Care Insurance
Understanding how to navigate insurance options is an essential part of building a well-rounded financial plan that helps protect you, your loved ones, and your assets. Disability, Life, and Long-Term Care Insurance are key forms of coverage that can offer protection...
Financial Transparency: Long-Term Financial Planning Tips for Couples
Openness is key to a strong and thriving relationship, especially when it comes to finances. When couples are transparent about their financial status, goals, and future plans, they build trust and foster better communication, both in their relationship and in their...
Using Trusts in Estate Planning: Discover Potential Tools to Help You Plan for the Future
Although we all hope to enjoy many more years with our loved ones, creating an estate plan is essential for every adult, no matter their age. Having a plan in place means your wishes will be followed, both in terms of asset distribution and the financial well-being of...
Having a Long-Term Perspective in Retirement
Navigate the ups and downs with confidence and stay on the right path Retirement is a time of life that should be filled with enjoyment, relaxation, and the freedom to pursue passions and interests. However, it’s also a time when your financial decisions become more...
Crafting a Rich Life in Retirement: Beyond Wealth
To live a rich retirement life, envision what truly brings you joy and fulfillment Retirement is often envisioned as a time of relaxation and freedom, a period to enjoy the fruits of years of hard work. However, living a truly "rich" life during these years involves...
A Financial Checklist as Summer Starts to Fade
Key questions to ask to strengthen your financial planning before year-end As the warm days of summer begin to fade and the routine of fall approaches, it’s the perfect time for pre-retirees to revisit their financial plans. Whether you're planning to retire in a few...
Balancing Emotions and Logic for Smarter Investment Decisions
Investing is often seen as a numbers game—an arena where logic, data, and financial acumen rule the day. However, the reality is more complicated. Human emotions and psychological biases frequently play a major role in decision-making, sometimes leading to choices...
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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.