Our helpful blog articles are full of great information on a variety of financial topics.
The Fast Rising Tide of AI-Assisted Tax Scams
Planning and preparedness will help safeguard your financial well-being As the 2024 tax season unfolds, investors and taxpayers are facing a formidable new threat that leverages cutting-edge technology to perpetrate fraud. Artificial Intelligence (AI) has become the...
Questions to Ask If Navigating a Solo Retirement
Ensure your retirement is not only secure, but also vibrant and fulfilling Embarking on retirement alone, either by choice or due to unforeseen circumstances such as the loss of a partner or divorce, presents a unique set of challenges and considerations. With the...
Retirement Planning: Do We Stay or Do We Go?
Tips to find a balance that honors your emotional bonds and practical needs As we sail into the golden years, the familiar shores of our longstanding homes beckon with the comfort of decades' worth of cherished memories. Yet, the winds of change carry whispers of...
Fed Projections Suggest Three Rate Cuts in 2024
As expected, the Federal Open Market Committee (FOMC) decided to keep the target range for the federal funds rate at 5.25 to 5.50 percent for the fifth consecutive meeting, as it wants to “gain greater confidence that inflation is moving sustainable toward 2 percent”...
Life Insurance – More Than Just a Safety Net
Insurance often gets a bad rap, and life insurance, in particular, may not be on the top of your list of financial priorities. However, we believe it deserves a closer look for reasons beyond just covering funeral expenses. Life insurance can offer benefits and...
Unlocking the Potential of Annuities in Your Retirement Plan
As many approach our 60s and look forward to longer lives, it’s the perfect time to reassess retirement financial strategies. Consider these compelling reasons why annuities could positively impact your financial situation: Maximize Social Security: Purchase an...
Practical Suggestions to Build the Golden Years of Your Dreams
To build the life in retirement that you envision, there are retirement planning steps that are important to begin early on. Retirement planning is a key part of any sound financial plan. Procrastinating because you feel there’s plenty of time, or because you’re not...
Tips to Help You Practice Meaningful and Strategic Philanthropy
Many people find that being philanthropic with their money brings them joy. After all, being charitable can be a meaningful experience and is a way to put your core values into practice. Recent data confirms this, as The Philanthropy Roundtable has shown that 60% of...
Preparing Your Pets For A Future Without You
If you have a furry friend, you know your pet relies on you for every need. What would your pet do without you? Although pets are legally considered to be property, to those of us who own pets, they’re more like members of the family. And so, just as you make...
Strategies to Preserve More of Your Wealth
Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the end of your life can be fraught with emotions, but it’s an important undertaking if you want to ensure that your assets will be distributed...
Creating a Lasting Legacy: Strategies for First-Generation Wealth Building
If you have a desire to build wealth for yourself and your loved ones and you are starting from ground zero, you are considered a first-generation wealth builder. Building generational wealth that will support you and your family now – and for generations to come –...
Love and Money: What to Do When Your Spouse Won’t Talk About Finances
Money conversations with your spouse are imperative when you want to achieve joint goals, and yet they don’t always come easily. Money is a very personal topic, and many people are not accustomed to discussing it. It can be downright perplexing when your spouse...
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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.