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 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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
A few strategies that may help you prepare for the cost of higher education.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Are Real Estate Investment Trusts right for your portfolio?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you died, what would happen to your email archives, social profiles and online accounts?
Recent changes in estate tax laws could affect the strategy you have in place.