Coming together is a beginning; keeping together is progress; working together is success.
— HENRY FORD
At Granite Financial, we take the time to build a personal, trusted relationship with each client, getting to know you and your unique needs. Together, we’ll build a plan for your future: the health of your wealth, the growth and distribution of your assets, wealth transfer, charitable giving and/or estate planning. We look at the whole picture, and strive to be your comprehensive retirement resource.
Working with you, we provide the education and advice you need to make informed decisions, so you have the confidence to enjoy your financial success. Always putting your needs first, we believe in providing service with integrity and thoughtfulness.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Purchasing homeowners insurance is critical for protecting your home.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”