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Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status

Submitted by Grant Financial Management on April 22nd, 2025

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be a game-changer on your path toward a higher net worth.

Tailored Financial Planning

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How to Address Wealth Management in Today's Market Environment

Submitted by Grant Financial Management on March 21st, 2025

Addressing wealth management comprehensively in today's market environment is essential for individuals and business entities. Given the dynamic nature of global markets and the ever-changing economic landscape, navigating investment and wealth preservation paths can prove complex. Therefore, a comprehensive understanding of some fundamental principles becomes vital.

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How Taxes Can Impact Retirement Savings Accounts

Submitted by Grant Financial Management on February 25th, 2025

Retirement is a chapter of life that, for some, may signal leisure, freedom, and working by choice, not necessity. However, this phase usually requires retirement income from retirement savings withdrawals. Different retirement account types have different taxation when withdrawing monies: taxable, tax-deferred, and tax-free.

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The Hidden Power of After-Tax Contributions

Submitted by Grant Financial Management on January 23rd, 2025

When it comes to planning for retirement, there are a myriad of strategies and options available. One often overlooked method is making after-tax contributions into retirement savings vehicles. This approach to investing after-tax dollars may significantly increase one's retirement savings and help reduce taxes in retirement.

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What’s New for RMD Requirements

Submitted by Grant Financial Management on December 29th, 2024

A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts. An RMD is a mandatory minimum amount that retirement account owners must withdraw from their accounts annually.

This article overviews RMD requirements and how to circumvent IRS penalties.

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One Last Gift: Wrapping Up All of Your Financial Contributions Before the New Year

Submitted by Grant Financial Management on November 27th, 2024

The end of the year is not just a season for celebration and reflection but also a perfect time to ensure that our finances are in order. This includes crucial aspects such as wrapping up all financial contributions before the year-end for retirement savings plans such as Keogh, Solo 401(k), and 401(k) and making strategic decisions about selling stock to realize gains or losses.

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Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

Submitted by Grant Financial Management on October 30th, 2024

Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other assets. The person leaving the inheritance, the decedent, will likely specify how their wealth will be distributed through an estate plan or will at their death.

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Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

Submitted by Grant Financial Management on September 26th, 2024

Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth. Whether you're saving for retirement, a new home, or your children's or grandchildren’s education, an ISP can help you grow your money over time as you work toward specific goals.  

 

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Elevate Your Retirement Savings: What to Do After Maxing Out Your 401(k)

Submitted by Grant Financial Management on August 27th, 2024

The 401(k) plan is an excellent way for HENRYs, high earners not rich yet, to save for retirement. Hitting the maximum contribution limit is a goal many work toward to reap the benefits of this tax-deferred saving strategy fully.

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Paving Your Road to Retirement

Submitted by Grant Financial Management on July 31st, 2024

Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement. With proper planning, you can make the transition to retirement a smooth, comfortable and confident ride.

 

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

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