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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.
    • 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

    • 10 Common Spending Regrets

      February 10, 2017
      10 Common Spending Regrets

      10 Common Spending Regrets Wasted money on a purchase? Here's a look at items people buy and wish they didn't Time-shares 1) The time-share industry, known for its seductive marketing practices, plays on people's fantasies of owning property in popular vacation areas and being able to travel the world by simply swapping time-shares. In reality, many time-share owners find that ever-increasing [...]

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      Why Retirees Should Consider Indexed Annuities

      Why Retirees Should Consider Indexed Annuities Given their inverse relationship, when bond interest rates begin to climb, bond prices decrease in market value—as they have been for the last year especially. When approaching retirement, what strategies are retirees left with to ensure long-term financial success? Principal Protection Planning for the future, and retirement [...]

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      20 Things You Can Learn From Your Parents’ Retirement

      20 Things You Can Learn From Your Parents’ Retirement Millennials are saving more than ever for retirement, at an average 7.5 percent of income. Still, this number, which was released as part of a recent report on retirement readiness from investment firm Fidelity, is far from the firm’s recommended benchmark of 15 percent per year. For today’s young workers, planning for retirement [...]

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    • By Andy Ives, CFP®, AIF® IRA Analyst After a recent Ed Slott conference in Dallas, Texas, I found myself sitting in a hotel café, surrounded by travel bags, having pizza with a few meeting attendees with later flights. “Anyone want to share an Uber to the airport?” asked a lunch guest. “Sure,” I said. “I’ll join you.” After all, the Uber was already ordered, and I am always[...]

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      By Sarah Brenner, JD IRA Analyst If you are planning on doing a 60-day rollover with your IRA funds, be sure you understand same-property rule. This is one of the lesser known rules that apply to rollovers and is one many taxpayers find confusing. For IRA-to-IRA or Roth-to-Roth 60-day rollovers, the same property received is the property that must be rolled over. These rules also apply to [...]

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      By Andy Ives, CFP®, AIF® IRA Analyst Question: I recently inherited a traditional IRA from my mother. I mistakenly asked for a lump sum to be paid to me by the custodian. I realized after the fact that I wanted to set up a stretch IRA. I haven’t cashed the check yet. Can I just return it or have them stop payment on the check and change my option to an inherited beneficiary IRA? [...]

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