/
    • 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.

      Read More

      Financial Services

      Financial Services

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

      Read More

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

      Read More

      Insurance Services

      Insurance Services

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

      Read More

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

      Read More

      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.

      Read More

    • WEEKLY ARTICLE

    • IRA BLOG

    • You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if you do – how old you should be when you buy one. Because the stock market has become a part of our daily conversation – the [...]

      Read more

      Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from whether you can deduct your account contributions to which tax rates apply when you start making withdrawals. As long as you feel [...]

      Read more

      Get tips on what to do if you're 10, 5 or 1 year out from retirement. What is your current retirement outlook? If you’re 10 years or less from retirement, does getting everything in order seem like too much to process? Do you know where to even start? According to a 2018 survey by the Indexed Annuity Leadership Council (IALC), 79 percent of workers surveyed admitted to expressing worry about[...]

      Read more

      1 of page 41

    • QCD – Tell Your CPA About It

      QCD – Tell Your CPA About It Did you or your client do a QCD (Qualified Charitable Distribution) last year? Make sure the tax preparer knows about it. The IRA custodian is not required to report a QCD transaction on Form 1099-R. Instead, it will show up as a regular distribution to the IRA owner. A regular distribution is normally a taxable event. A tax preparer, especially at this time of [...]

      Read more

      There’s No Place Like Home: Unlocking the Door to Greater Retirement Income

      There’s No Place Like Home: Unlocking the Door to Greater Retirement Income Running out of money while there is still much life to live is frightening. The specific concern is that retirees might spend down their assets at a faster pace than their investment gains accrue.  Financial advisors are commonly tasked with helping clients determine if, and under which circumstances, they will have [...]

      Read more

      After Death, Don't Leave Your Loved Ones This Headache

      After Death, Don't Leave Your Loved Ones This Headache This week's Slott Report Mailbag looks into beneficiaries, inherited IRAs, RMDs and annuities. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: A spouse inherits a Savings and Investment Plan from her husband at his death. She fails to name her[...]

      Read more

      102 of page 112