Our helpful blog articles are full of great information on a variety of financial topics.
A Guide to Help You Gain Confidence as an Investor
Venturing into the world of investing can be a powerful way to build wealth over time, but it often feels overwhelming for those who are just starting out. Whether you’re new to investing or seeking to reinforce your understanding of basic investment principles, this...
Socially Responsible Investing: Aligning Your Values and Portfolio
In recent years, socially responsible investing (SRI) has moved from a niche approach to a fundamental strategy embraced by a growing number of investors worldwide. This investment philosophy involves selecting investments based on ethical guidelines and the potential...
Navigating College Savings: Exploring 529 Plans and Coverdell ESAs
Navigating college savings is a significant concern for many families. With rising tuition costs and the increasing necessity of higher education for career advancement, parents and guardians are keenly focused on finding effective ways to set aside funds for their...
3-Step Strategy to Clarify Your Retirement
Planning for retirement often revolves around financial security, but understanding what you truly want your retirement to look like is equally important. Clarifying your retirement lifestyle goals helps you work toward a future that fulfills your personal desires and...
Is a Roth Conversion the Right Strategy?
When planning for retirement, one of the strategies to consider is a Roth conversion. This financial move involves transferring funds from a traditional IRA or 401(k) to a Roth IRA. Understanding whether a Roth conversion strategy fits into your financial plan...
Rising Above Market Volatility: Why Long-Term Investing is Your Best Bet
Market volatility is an inescapable aspect of investing. It is characterized by sharp price fluctuations and unpredictable financial markets – and every investor is impacted by it. While such volatility can be unsettling, adopting a long-term perspective in your...
Maximizing Social Security Benefits: Smart Timing and Planning
Navigating Social Security benefits effectively requires strategic consideration and timing. It’s a cornerstone for many when planning for retirement, underscoring the necessity of understanding how to optimize your Social Security benefits. This blog explores the...
Strategic Business Succession Plan: Should You Involve Your Children?
Business succession planning is an important process for ensuring the long-term success and viability of a company. It involves preparing for the future leadership of a business, often necessitating difficult and complex decisions. One of the most significant...
Spring Clean Your Finances: A Comprehensive Guide to Decluttering Your Financial House
Spring ushers in a period of renewal and refreshment, extending an invitation not only to our physical spaces but to our financial lives as well. As the seasons transition, it presents an ideal moment to embark on decluttering your finances, meticulously reviewing...
The Triple Dangers of Inflation for Pre-Retirees
Safeguard your financial well-being and ensure a secure retirement As the economic landscape continues to shift and evolve, one specter looms ominously over the horizon: inflation. For pre-retirees, individuals who are on the cusp of transitioning into their golden...
It’s Time to Spring-Clean Your Financial Plan
Tips to set yourself up for a brighter future and enjoy the fruits of your labor Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this...
Avoid These 5 Things When Markets are Peaking
Tips to navigating stock market peaks from the wise words of Warren Buffett As the saying goes, "what goes up must come down." In the world of investing, this adage holds true, especially during times when stock markets are reaching new peaks. While it's tempting to...
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.