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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.

 

Helpful Content

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

TIPS for Inflation

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Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

What Do Your Taxes Pay For?

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Do Your Kids Know The Value of a Silver Spoon

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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