/
    • 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

    • For nearly a decade, the month of June has served as Annuity Awareness Month, a time to help financial professionals and pre-retirees appreciate the value of a diversified retirement portfolio. During this month, organizations like IALC encourage those planning for retirement to investigate options such as fixed index annuities (FIAs), to examine how these products could fit into their unique [...]

      Read more

      Bill Benson and his wife had planned to fortify their retirement savings once their children left home, so they’d have enough to travel and relax. But at 68, Benson is still working full-time, and that empty nest he envisioned isn’t so empty. Benson’s eldest daughter moved home with her two young sons after a divorce, and the two children he and his wife adopted later in life are just now [...]

      Read more

      This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans plan for life after work. In May, the House of Representatives passed the most significant piece of retirement legislation in more than a decade, and currently, a handful of agencies are considering changes to the policies guiding certain retirement [...]

      Read more

      1 of page 44

    • 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[...]

      Read more

      The 99% Rule for Spousal Beneficiaries of Retirement Accounts

      The 99% Rule for Spousal Beneficiaries of Retirement Accounts It sounds funny to say, but death is a part of life for all of us. It’s one of the few things that all of us will have in common at some point, and it’s one of the few issues that must be addressed in every plan. While every situation is unique and we all have our own goals and objectives, the overwhelming majority of married [...]

      Read more

      Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag.

      Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag. This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and Roth IRA distributions. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I inherited a traditional IRA from my husband, and it has been retitled into my [...]

      Read more

      98 of page 120