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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

    • While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement portfolio, it’s important to separate misconceptions from reality. Here, we’re busting 10 myths about fixed index [...]

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      Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees enjoy active lifestyles. Today, boomers are the longest living generation in history and remain at the forefront of the economy.1With control of 70 percent of the nation's disposable income, and average annual spending that tops 3.2 trillion [...]

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      10,000 simulations highlight impact of guaranteed income for retirees “If the hard numbers and math don’t convince you, then take it right from the source. Retirees who had purchased an annuity are more confident than those without one” The research looked at how retirees can use guaranteed income annuities to not only improve financial outcomes, but also increase confidence and reduce[...]

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    • Have You Faced This Dilemma with Spousal Contributions? This Week’s Q&A

      Have You Faced This Dilemma with Spousal Contributions? This Week’s Q&A This week's Slott Report Mailbag looks into IRA beneficiaries, Roth IRAs, and spousal contributions. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello, My brother left an IRA and listed me as the only beneficiary, [...]

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      State and City-Run IRA Plans Are Not Going Away

      State and City-Run IRA Plans Are Not Going Away On April 13, President Trump signed into law legislation that blocked Obama-era Department of Labor (DOL) regulations encouraging the establishment of IRA plans run by cities and municipalities. On May 17, he signed similar legislation applying to state-run IRAs. While these new developments may make the road ahead for both city and state run IRA [...]

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      DOL Fiduciary Rule to Go into Effect June 9

      DOL Fiduciary Rule to Go into Effect June 9 The long-running saga of the Department of Labor (DOL) fiduciary rule took another turn on May 22 when Secretary of Labor Alexander Acosta confirmed that there would be no delay in the June 9, 2017, implementation date. Mr. Acosta said that after careful consideration, there was no legal basis to extend the deadline. Mr. Acosta’s announcement means[...]

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