Our helpful blog articles are full of great information on a variety of financial topics.
The Financial Impact of Divorce After Age 50
Facing a divorce after the age of 50, especially as you near retirement, can be especially fraught with financial implications you may not have considered. Even if you’ve been anticipating this significant life transition, often referred to as “gray divorce”, it may...
Planning to Bridge the Retirement Savings Gap
New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...
Retirement Planning: A Map to Changes in 2024
Navigating these demands an adaptable approach to financial planning As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other...
Investing Fundamentals: Building Wealth for the Future
Building wealth is so much more than accumulating money for its own sake. When you have a solid wealth-building strategy, you can protect yourself from financial emergencies and ensure a comfortable retirement. Many people don’t understand that to truly build wealth,...
We Hear a Lot About Inflation Rates, But Do You Know How It’s Calculated?
Inflation is a ubiquitous economic concept that impacts the everyday lives of people around the world. It's a critical factor in understanding the rising prices of goods and services, affecting everything from the cost of groceries to the value of investments. But...
Tips to Strengthen Your Portfolio in the New Year
Many investors take a passive approach to their investment portfolios. They make few, if any, changes to their holdings over a year. While it’s smart to follow a long-term plan and not make changes on a whim, it’s also important to review and rebalance your holdings...
Your Personal Finance Journey: Budgeting and Saving Tips
Creating a budget is easy. Sticking to it is hard. Luckily, following savvy budgeting and saving tips can help. According to recent surveys, 74% of Americans have a monthly budget, but 84% of those with a budget fail to stick to it.1 If this sounds familiar, these...
New Year, New Goals: Planning Your Money Moves for 2024
The coming of a new year inspires much thinking and planning. You may be looking for ways to structure and organize your life to be prepared for a brand-new year, especially when it comes to your personal finances. As you plan your money moves for 2024, it’s important...
Merry Christmas 2023!
We hope you enjoy these sights and sounds of Amanda Marton's children enjoying the Polar Express, making gingerbread houses, and decorating! Merry Christmas from the Grimard Financial Group family to yours! https://youtube.com/shorts/Pytxo1bsf-Y
Set Yourself Up to Tackle Any Unexpected Challenges You May Face
In a rapidly evolving world marked by the unpredictability of natural disasters, health crises, and economic fluctuations, being proactive about both emergency preparedness and financial security has never been more important. As we navigate through a landscape...
Advanced Tax Strategies for High-Net-Worth Individuals
High-net-worth individuals (HNWIs) often find themselves facing complex tax situations due to their substantial wealth. As governments continue to evolve tax laws and regulations, it's imperative for HNWIs to explore advanced tax strategies that can optimize their...
Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families
Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating an executor to manage the distribution of assets,...
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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.