Grimard Marton Financial

09/09/2026

Year-end financial planning doesn't have to wait until December. Reviewing your retirement contributions, tax planning opportunities, investments, and beneficiary designations now may give you more flexibility to make thoughtful decisions before important deadlines arrive.

Our latest article explores key areas to review as the year winds down.

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As the final months of the year approach, many financial deadlines begin to come into focus. Retirement contributions, charitable gifts, tax planning opportunities, and account reviews often become priorities as individuals and families prepare for year-end. While it can be tempting to wait until De...

09/08/2026

Planning your retirement? Avoid permanent reductions to your payout by understanding these four crucial rules before you apply for Social Security.

Applying for benefits is the easy part — timing it right is what costs people money. Make sure you have these bases covered before you file.

09/07/2026

Enjoy your hard-earned day off!

09/04/2026

Looking for a great way to spend your Sunday morning? 🍎🌻

Head downtown for the Nashua Farmers Market this Sunday from 10 AM–1 PM along the Nashua Riverwalk! Shop fresh produce, baked goods, flowers, handcrafted items and more from local growers, artisans and food makers.

It’s a great opportunity to enjoy the Riverwalk, discover local favorites and support the farmers and small businesses that help make our community special.
📍 Nashua Riverwalk, from Bicentennial Park to the Pavilion Stage in Renaissance Park
🗓 Sunday
⏰ 10 AM–1 PM

Learn more: https://downtownnashua.org/nashua-farmers-market/

09/02/2026

A tax-diversified retirement strategy can give you more flexibility when it comes time to generate income. Understanding how taxable, tax-deferred, and tax-free accounts work together may help you better prepare for changing needs in retirement.

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When most people think about tax diversification in retirement, they think about investments. Diversifying among stocks, bonds, and other assets is a common strategy for managing risk within a portfolio. However, diversification can extend beyond investments alone. Tax diversification is another imp...

09/01/2026

When you work and collect Social Security benefits before your FRA, you're subject to the Retirement Earnings Test, which could result in a temporary reduction of your benefits.

Working and collecting Social Security before your FRA subjects you to the Retirement Earning Test, which could result in the temporarily cut of your benefits.

08/31/2026

Did you know inflation can have a lasting impact on your purchasing power in retirement? Planning for rising costs is an important part of preparing for the future. Learn more about how Grimard Marton Financial can help you build a retirement strategy designed around your goals.

https://planwithgm.com/retirement-inflation-concerns-that-can-impact-your-long-term-savings-2/

08/26/2026

How much investment risk are you comfortable with—and how much risk can your financial plan actually support?

Risk tolerance, risk capacity, and financial goals are closely connected, but they are not the same thing. Understanding the difference can help you make investment decisions that better align with both your comfort level and your long-term objectives.

Learn more in our latest blog:

One of the most common questions investors face is how much risk they should take on with their investments. While many people focus on market performance or investment returns, understanding personal investment risk tolerance is often a foundational step in developing an investment strategy. Invest...

08/25/2026

Moving near the grandkids sounds like a retirement dream, but it can quickly become complicated. Ask these three crucial questions before you pack your bags.

Moving near the grandkids sounds like a retirement dream, but it can quickly become complicated. Ask these three crucial questions before you pack your bags.

08/24/2026

A thoughtful retirement income plan isn't just about how much you withdraw. It's also about where that income comes from and when you take it. Save this post to keep these five tax-smart income planning steps handy as you think about your retirement strategy.

Learn more about retirement income planning by clicking the link below.

https://planwithgm.com/services/