Griffith & Werner

05/28/2024

Is it possible to receive income in retirement without taxes? Check out our blog to find out!

If you’re looking for information to inform your tax planning strategies for your retirement, look no further. Let’s start with the question everyone wants to know: Is it possible to receive income in retirement without taxes? While it

05/20/2024

Did you know that most couples will spend about $315,000 on healthcare in retirement? Do you have a plan for how you’re going to manage costs like that?

Luckily, if you’re not sure, we have some recommendations!

Most couples will spend about $315,000 on healthcare in retirement. Let that number sink in. Do you have a plan for how you’re going to manage costs like that? Luckily, if you’re not sure, we have some recommendations! A

05/15/2024

Facing the loss of a loved one is incredibly difficult, and managing the financial aspects can be overwhelming. Our article offers key tips: take your time, consider paying off debts, decide on a future for inherited properties, and seek professional advice when ready.

When someone you love passes away and they leave you an inheritance, there are a few things you may want to keep in mind as you move through the grieving process. We understand it can be a very difficult

04/29/2024

Buffet's retirement strategy may be famous, but it's not one-size-fits-all. Your retirement plan should be as unique as you are. Don't settle for generic advice – let us tailor a strategy just for you.

Warren Buffet is one of the richest men in the world, and he is regarded as one of the savviest investors in history. Thankfully, he is fairly open about his investment strategies. If you are feeling a little lost about

04/22/2024

Discover the key to a fulfilling retirement through our latest insights on passive income strategies! Diversify your income streams and secure a steady financial future with options ranging from dividends to real estate. Ready to take the leap? Connect with our experts today for personalized guidance tailored to your unique situation.

There’s a hack to retirement that you may not know about: passive income strategy. The usual tried and true plan for retirement, where you save money in a tax-advantaged account and claim Social Security, is a great

04/15/2024

You might think that if you have a lot of money in your 401(k), then you don’t have anything to worry about. But there are still strategies and complexities to retirement even after you’ve saved up.

Unfortunately, saving a ton of money in your 401(k) isn’t the last step in your retirement plan. You might think that if you have a lot of money in your 401(k), then you don’t have anything to worry about. But

04/08/2024

Learn about the crucial steps in estate planning and avoid common mistakes that could impact your legacy. Explore our latest blog for expert insights and take proactive control of your financial future today!

A key part of financial planning is estate planning. If you’ve got a solid financial plan, but your estate plan isn’t organized well (or doesn’t exist at all!), you might want to consider looking into putting your

04/01/2024

Retirement is more than just saving money until you stop working… If you’re looking to up your retirement know-how, check out today’s blog where we cover 3 terms that are crucial to understand when making decisions about your retirement.

Retirement is more than just saving money until you stop working. It can be easy to be on retirement auto-pilot, especially when your retirement money is taken out of your paycheck. But there is

03/25/2024

In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to ensure that their legacy endures through their descendants, manifesting as generational wealth.

In the complex and ever-evolving landscape of financial planning, the ultimate goal for many individuals extends beyond personal wealth accumulation. It encompasses a profound desire to ensure that their legacy endures through their descendants, manifesting as

03/20/2024

Don't hand off your investments to just anyone. Partner with us at Griffith & Werner for expert guidance and a secure financial future you can trust in.

For more information on investment planning, visit: https://griffith-werner.com/our-services/

03/18/2024

If you’re feeling lost about where to start preparing for your retirement, this article is for you. We’ve put together a small checklist to help you understand the big steps you’ll want to think about as you head toward retirement.

If you’re feeling lost about where to start preparing for your retirement, this article is for you. It may be difficult for you to find good retirement advice—as Americans, we tend not to like to talk about money. And

03/11/2024

Those in Gen-X are likely to be entering some of their highest earning years, and you may be among them. And while it can be very exciting to finally be able to set up the comfortable life you’ve always dreamed of, there are other aspects to wealth that you probably haven’t thought about.

Those in Gen-X are likely to be entering some of their highest earning years, and you may be among them. And while it can be very exciting to finally be able to set up the comfortable life you’ve always