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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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Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

Submitted by Grant Financial Management on June 27th, 2024

The average American worker will change jobs more than once in their lifetime. While there are multiple options such as leaving your 401(k) in your former plan if allowed, cashing out the account balance, or transferring the 401(k), many decide to roll over their old 401(k) to their new employer's plan or other investment vehicles such as an IRA, Roth IRA, or an annuity.

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529 Plans: An Investment in Education and Legacy

Submitted by Grant Financial Management on June 27th, 2024

529 plans may offer powerful benefits for education and managing family wealth

 

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3 Key Money Moves Every Parent Should Make

Submitted by Grant Financial Management on June 4th, 2024

Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support yourself and your loved ones, and help your children as they get older. Here are three key financial moves all parents should consider making.

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A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions 

Submitted by Grant Financial Management on June 4th, 2024

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these plans may make you hesitant to open one. So, in honor of 529 College Savings Day, let’s dispel some of the most common myths associated with these plans.

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6 Ways Prioritizing Your Health Can Save You Money

Submitted by Grant Financial Management on June 4th, 2024

It can be easy to lose focus on your own health needs, especially if you have other obligations.

 

This can be an expensive mistake for several reasons. Consider these ways putting your health first can help you both physically and financially.

 

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Safeguarding Your Finances: Tips to Protect Yourself Against Fraud, Identity Theft, and Other Threats as You Near Retirement 

Submitted by Grant Financial Management on June 4th, 2024

Protecting your finances is always important. But as you approach retirement, with less time to bounce back from any missteps, it becomes even more critical to avoid fraud, identity theft, and other threats. Below, we discuss a few tips and tricks to help protect yourself.

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Safeguarding Your Finances: Tips to Protect Yourself Against Fraud, Identity Theft, and Other Threats as You Near Retirement 

Submitted by Grant Financial Management on June 4th, 2024

Protecting your finances is always important. But as you approach retirement, with less time to bounce back from any missteps, it becomes even more critical to avoid fraud, identity theft, and other threats. Below, we discuss a few tips and tricks to help protect yourself.

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Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan 

Submitted by Grant Financial Management on May 1st, 2024

If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in retirement and, by itself, would not fully allow you to enjoy your retirement plans.

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An Estate Planning Guide for Beginners

Submitted by Grant Financial Management on May 1st, 2024

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical phase of wealth management, essential for anyone seeking to manage their assets and efficiently pass them to heirs.

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

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CA, FL, GA, IL, IN, KS, KY, LA, MD, MO, MS, NV, NC, OH, OK, TN, TX, VA, and WI

 

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