Our helpful blog articles are full of great information on a variety of financial topics.
Closing Out the Year: Investment Strategies for Q4 Success
As the final quarter of the year approaches, investors are faced with a unique set of opportunities and challenges. The fourth quarter, often marked by increased market volatility and potential year-end considerations, requires a well-thought-out investment...
Social Security Benefits Set to Increase in 2024
Proper financial planning includes forecasting future Social Security benefits In a welcome development for millions of Americans relying on Social Security, the Social Security Administration has recently announced a substantial increase in retirement and disability...
Key Considerations for Couples Planning Retirement Together
As financial professionals, we often find ourselves discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement journey, free to pursue dreams, travel, and enjoy quality time...
Tips for this Season of Preparation and Cultivation
With the transformation of the leaves and a cool, refreshing breeze, fall offers more than just Pumpkin Spice everything. It's an annual opportunity to contemplate your financial aspirations and lay the foundation for a more secure future. Much like farmers...
Crafting a Comprehensive Plan to Secure Your Family’s Future
Estate planning is not just about managing your assets or distributing wealth; it’s about leaving a legacy that lasts for generations. It’s a way to ensure that your hard-earned assets – and values – are preserved and passed down to your loved ones efficiently and...
Use This Annual Reminder as an Opportunity to Strengthen Your Financial Future
Saving money isn't just a smart financial habit; it's an important step toward securing a prosperous and secure future. Mark your calendars! National Savings Day is just around the corner, observed annually on October 12. This day serves as a timely reminder of the...
The Economic Implications of the UAW Strike
The strike is a real reminder of the importance of having a cash safety net The United Auto Workers (UAW) strike is looming large and with it comes the potential for significant economic repercussions. With estimates suggesting that $440 million worth of income could...
Are We On the Brink of the Elusive Soft Landing?
Signs are encouraging and the possibility seems more tangible than ever In the intricate world of economics, maneuvering the vast U.S. economy without causing disruptions is likened to steering a colossal ship through a tempestuous storm. Since early 2022, U.S....
The Q4 Playbook: Scoring Financial Touchdowns
With the final quarter of the year on the horizon, it's time to gear up for Q4 financial planning. The end of the year provides a unique opportunity to assess your financial landscape, recalibrate your goals, and set a course for a strong finish to the year. As you...
What Does Financial Wellness Really Mean?
The concept of wellness is used often, generally when referring to a balanced and fulfilling life overall. But what does it mean when someone refers to their financial wellness? Financial wellness encompasses all aspects of an individual’s financial life, involving...
Life Insurance Awareness Month
As the seasons transition and we enter fall, it’s a great time to reflect on the importance of securing your loved ones’ future. September is primarily recognized as Life Insurance Awareness Month, a season dedicated to highlighting the significant role that life...
Debunking Common Myths About IRAs and 401(k)s
Individual Retirement Accounts (IRAs) and 401(k) plans are powerful tools for securing a financially stable retirement. However, misconceptions and myths can hinder individuals from making informed decisions about these essential savings vehicles. Below, we’ll debunk...
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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.