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    • A FEW WORDS ABOUT US

      We here at Grigg Financial Solutions specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
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      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY ARTICLE

    • IRA BLOG

    • Is a Fixed Indexed Annuity Right for Me?

      August 8, 2018

      Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in place, but want to add balance to the mix need your earnings to never fall below zero [...]

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      The 10 Best Places to Retire Overseas in 2018

      August 2, 2018

      The Algarve region provides all that a continental lifestyle has to offer, from medieval towns and fishing villages to open-air markets and local wine. Retirees can choose to live or retire in any country in the world. A move to a new country can allow you to live better, reinvent your life and have a grand adventure. Here are ten global destinations to consider for retirement. 1. [...]

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      10 Surprising Facts About Retirement

      July 24, 2018

      Retirement might not live up to your expectations. Most retirees are prepared for more free time and less stress, but some other aspects of retirement could be unexpected. Many retirees have significant financial worries and health concerns, and an excess of free time is only fun if you use it well. Here are 10 ways retirement might surprise you. It can be difficult to spend down [...]

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    • MONEY IN AN EMPLOYER PLAN & ELIGIBLE FOR A DISTRIBUTION: SHOULD YOU STAY OR SHOULD YOU GO?

      August 6, 2018

      By Jeremy T. Rodriguez, JD IRA Analyst Follow Us on Twitter: @theslottreport As you accumulate money in an employer retirement plan, somewhere along the line you are going to be faced with one question: should I leave it in the plan or roll it out? For many, that question doesn’t arise until they separate from service or reach age 59 ½. Employees that participate in plans with in-service [...]

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      INDEXING CAPITAL GAINS IS PROPOSED – BUT WHAT ABOUT RETIREMENT ACCOUNTS?

      August 2, 2018

      There has been talk in Congress about indexing capital gains for inflation. This has largely been under the radar… until this week when the story hit the front page of the New York Times, where the story states that the White House might try to do this on its own without legislation. The legality of this end run around Congress remains to be seen. But regardless, this proposal will get people [...]

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      THE COST OF MEDICARE PREMIUMS AND YOUR IRA

      August 1, 2018

      IRA distributions and Roth IRA conversions can affect the size the Medicare premiums you pay. Here's how, and what to do about it. Means Testing Medicare Medicare consists of four "parts."  Part A, which covers hospital costs, is paid for by the government. But the costs of Part B, which pays doctor, equipment and outpatient costs, and Part D, the prescription drug benefit, are partially [...]

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