Helpful Blog Articles

Our helpful blog articles are full of great information on a variety of financial topics.

Are We On the Brink of the Elusive Soft Landing?

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....

read more
What Does Financial Wellness Really Mean?

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...

read more
Life Insurance Awareness Month

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...

read more
Debunking Common Myths About IRAs and 401(k)s

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...

read more
Investor Psychology When Bull Markets Take Hold

Investor Psychology When Bull Markets Take Hold

Why most investors are not at all positive during a bull run – and miss out In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an economy burgeoning with opportunity, a period when stock prices are on a...

read more
Commonly Overlooked Healthcare Expenses

Commonly Overlooked Healthcare Expenses

Proper retirement planning is vital for securing financial well-being during the later stages of life. Among the crucial aspects that are often neglected, healthcare expenses stand out. While healthcare is a necessity for retirees, it can also be one of the most...

read more
A Cautionary Tale of Estate Planning

A Cautionary Tale of Estate Planning

It was a significant moment etched in history—August 16, 1977—when the world mourned the loss of the iconic "King of Rock ‘n’ Roll," Elvis Presley, whose passing was attributed to a sudden cardiac arrest. In a manner similar to other well-known figures, Elvis...

read more
5 Estate Management Tips to Remember

5 Estate Management Tips to Remember

Estate management is crucial if you want to leave your heirs with a financial safety net. Plus, without a proper legacy and estate strategy, you may leave your heirs with a lengthy and confusing process of dividing your estate. Follow these tips to do it right....

read more

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.