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Granite Financial Group, LLC - Brookfield, WI

175 N. Patrick Boulevard
Suite 170
Brookfield, WI 53045-5857

Call Us: 262-792-1111

Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React

Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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