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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
There are ways to improve your physical fitness without denting your fiscal fitness.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
What’s the deal with your yearly free credit report?
The uncertainties we face in retirement can erode our sense of confidence.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.