/
    • 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

    • March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money and saving for their retirement. No matter your age, some of the most important financial decisions relate to retirement. With U.S. adults living longer—and thus spending more time in their post-working years—56 percent of Americans [...]

      Read more

      Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services. In addition to driving change around women’s rights, many women in leadership are addressing income disparity and improving retirement security for women. When it comes to retirement, [...]

      Read more

      Last year, our study on the state of America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. This leads to retiring later and a “do it yourself” retirement for many workers. But these [...]

      Read more

      1 of page 40

    • Interesting Use of the QCD Strategy

      Interesting Use of the QCD Strategy Qualified Charitable Distributions (QCDs) are now a permanent part of the tax code. They allow individuals who are at least 70 ½ years old at the time of the transfer to directly transfer IRA funds to a qualifying charity. The individual gets no charitable deduction for these contributed funds, but, they do not have to include the funds in income. It is as if [...]

      Read more

      What Victims of Casualty Theft Need to Know: This Week’s Q&A

      What Victims of Casualty Theft Need to Know: This Week’s Q&A This week's Slott Report Mailbag looks into Casualty Theft, IRS rules, Medicare, and Roth conversions.As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello. It has been some time since I’ve reached out to Ed Slott and your website[...]

      Read more

      Last Minute IRA Contribution Advice

      Last Minute IRA Contribution Advice The 2016 tax-filing deadline is upon us. Are you considering making a 2016 IRA contribution? It’s not too late, but time is quickly running out. Here are some  quick words of last minute advice to keep in mind as you make your contribution. 1. Don’t Miss the Deadline. The deadline for making your 2016 IRA contribution is the tax-filing deadline, [...]

      Read more

      90 of page 106