Our helpful blog articles are full of great information on a variety of financial topics.
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...
Effective Estate Planning: Avoiding Common Mistakes
Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a clear path for how their estate will be handled after they pass. Despite its importance, effective estate planning can be a complex and often...
7 Steps to Refresh and Fine-Tune Your Investments Before the Year Ends
As the year begins to wind down and fall sets in, it’s a great time to take a closer look at your investment portfolio. With the hustle and bustle of the holiday season approaching, fall presents a quieter window to assess, adjust, and prepare your financial strategy...
Fall Financial Planning: Build Your Family’s Plan in Seven Steps
Managing your family’s finances can feel overwhelming, especially when you’re juggling many responsibilities at once. Fall is a great time to work on your family financial plan, as the season offers a fresh opportunity to assess your finances before the busy holiday...
Effective Strategies for Managing Healthcare Expenses During Your Retirement Years
Retirement is often seen as a time to relax and enjoy the fruits of decades of hard work – and it should be! However, this phase of life also brings a significant shift in financial responsibilities, particularly concerning healthcare costs. Understanding and...
Effective Methods to Reduce Your Tax Burden and Improve Financial Efficiency
While taxes are a part of financial life, implementing a strategic financial plan can help manage their impact on your wealth. By understanding and implementing tax-efficient strategies, individuals and businesses can potentially reduce their tax liability. This...
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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.