Topic
Retirement

Healthier Saving with a Health Savings Account

Imagine a savings account where your deposits are tax-deductible, your dollars grow tax-free, and they can be withdrawn tax-free.

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Consider Exchanging Your High-Cost Variable Annuity for a Lower-Cost Option

At Grand Wealth Management, we often come upon investors who have purchased variable annuities as part of their investment portfolio. Among the first issues we raise with such investors is this: Are you paying too much in annuity fees, and

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Retirement Planning Revisited

We’ve written before about the importance of planning for your retirement. But now is an especially critical time to reevaluate your retirement goals, given changes brought about by health care reform, the ongoing debate over changes to Medicare and Social

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Planning for the Cost of Health Care During Retirement

At Grand Wealth Management, when we work with clients who are planning for retirement, we prepare and discuss a detailed lifetime cash flow projection. By evaluating anticipated retirement income sources – and expenses – we help our clients make sound

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The New Realities of Retirement Planning

Of all the personal financial matters competing for your attention, planning for retirement might seem low on your list of priorities. Shorter-term goals like financing your child’s education, buying a second home or taking a dream vacation may seem far

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