Grimes Financial Group

05/06/2026

What you need to know about the potential repeal of the Social Security Retirement Earnings Test:

https://www.cnbc.com/2026/04/27/social-security-benefits-reduced.html

A new bill in Congress calls for eliminating the retirement earnings test, which reduces Social Security for some workers who are younger than retirement age.

05/05/2026

Your time is valuable, and your financial strategy should respect that.

At Grimes Financial Group, we’ve designed The Retirement Blueprint™ to be efficient, focused, and meaningful. No unnecessary meetings. No drawn-out processes. Just clear conversations that move you forward.

We prioritize preparation, organization, and intentional planning so that when we meet, it is productive. Every discussion is centered on your goals, your strategy, and the decisions that matter most.

Better outcomes come from better planning, not more meetings.

If you’re in or near Columbus, OH, and want a more efficient and structured approach to retirement planning, we would be glad to help you begin your Retirement Blueprint™. Call now: (888) 394-4090

05/01/2026

Once you’ve focused on the financial side of , there’s something else you should think about.
Learn more: https://grimesfinancialadvisors.com/last-thing/
Always here to help!

The last thing you need to worry about in retirement is the possibility of losing your sense of purpose. Reach out to us to learn more.

04/29/2026

! Why DocuSign emails are harder to trust in 2026:
https://www.eset.com/blog/en/home-topics/privacy-and-identity-protection/docusign-phishing-how-to-spot-and-stop-attacks/

We hope you find this information helpful!

04/28/2026

The discipline, focus, and decision-making that helped you build your success shouldn’t stop at retirement. In fact, this next phase deserves even more intention.

At Grimes Financial Group, we help clients create strategies that reflect how they’ve always approached life—thoughtfully, independently, and with purpose.

The Retirement Blueprint™ is built to do exactly that. It brings together income planning, tax strategy, investment alignment, and legacy considerations into a personalized framework designed around you—not the crowd.

We don’t follow trends. We focus on what works for your situation, your timeline, and your long-term objectives.

Because retirement shouldn’t be a shift away from discipline—it should be a continuation of it.

If you’re in or near Columbus, OH, and want a plan built with the same intention as your career, let’s begin your Retirement Blueprint™.

Call now: (888) 394-4090

04/25/2026

Staggered is more common than you might think. If you and your spouse have different retirement timelines, that’s something it’s important to keep in mind. Learn more:
https://grimesfinancialadvisors.com/staggered-retirement/

"staggered retirement" is a likely but overlooked possibility that it's smart to try and account for in your retirement strategy.

04/23/2026

Five financial mistakes that could negatively impact your kids: https://www.aarp.org/money/retirement/financial-retirement-estate-planning-mistakes-to-avoid/
These are good things to keep in mind as you prepare for your financial future.

Don’t let estate planning blunders, money secrets or other slipups create a rift.

04/22/2026

A well-designed financial strategy shouldn’t feel overwhelming or rigid. It should feel clear, intentional, and aligned with the life you want to live.

That’s the goal behind The Retirement Blueprint™ at Grimes Financial Group.

We help simplify complex decisions—bringing together retirement income, tax strategy, investments, and long-term considerations into one cohesive approach. The result isn’t just a plan on paper—it’s a structure to help you understand and hopefully one you can rely on as life evolves.

When your strategy is aligned, decisions should become easier. Priorities should feel clearer. Then your financial direction becomes something you may feel you can move forward with—without second-guessing every step.

If you’re in or near Columbus, OH, and want a more natural, confident approach to retirement planning, we’d be honored to help you build your Retirement Blueprint™: +1 888-394-4090

04/18/2026

If you’re mulling over your list of assets, you may be trying to determine that trifecta question of how you can hold onto what you have in your name, have access to income, and still leave something as a legacy to your heirs. Read our blog to learn more: https://grimesfinancialadvisors.com/assets/
Here to help!

If you’re mulling over your current list of assets, you may be trying to determine this key "trifecta" question.

04/16/2026

! The SSA has issued a warning not to trust suspicious emails that include a link to supposedly download your statement. Learn more here: https://oig.ssa.gov/scam-alerts/2025-04-01-beware-of-scam-emails-asking-to-download-statements/
We hope you found this helpful!