If you FAIL to PLAN,
you can PLAN to FAIL
At Granite Financial, we believe that people can reach their goals if they plan for them. If you don’t plan, whatever happens will happen. If you do plan, creating the life you want becomes much more possible.
Organization is key. When you retire with your financial life organized, you can free your mind to enjoy the things that really matter—your family and friends, the things that inspire you and the pursuits you are passionate about.
As an independent financial advisors, our focus is always on what’s in the best interest of our clients and their legacy. Our recommendations are based solely on helping our clients pursue their retirement goals and objectives.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
To choose a plan, it’s important to ask yourself four key questions.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Couples may be able to head off many of the problems in a marriage that money can cause.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.