Grimard Marton Financial

06/09/2026

Life events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.

Life events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.

06/08/2026

Did you know?

Many people are surprised to learn that Medicare generally does not cover most long-term care expenses. Planning ahead for potential care needs may help protect your retirement savings, reduce financial stress, and give you more confidence in the future.

Learn more about preparing for life’s “what ifs” by downloading our free Medicare guide.

https://planwithgm.com/wp-content/uploads/2025/03/Medicare-Guide.pdf

05/27/2026

Blended families often bring unique financial priorities to the table. Open communication, clear roles, and thoughtful planning can help create a path that supports both shared goals and individual responsibilities. Read more here:

Blended families often bring together different financial histories, responsibilities, and expectations. Whether through remarriage, partnership, or combining households, these dynamics can create both opportunities and complexities when it comes to financial planning. Approaching financial planning...

05/26/2026

Ready to call it quits? From timing Social Security to planning, here are eight pieces of Dave Ramsey's advice for a secure retirement.

https://www.kiplinger.com/retirement/happy-retirement/inflation-comes-and-goes-but-your-savings-cant-wait-dave-ramsey-quotes

05/20/2026

Growth, value, income, passive, active - investment styles come in many forms, and understanding the differences can help you make more informed financial decisions. Our latest blog explores several common approaches to investing and why alignment with your goals matters.

Investing is not a one-size-fits-all process. Different strategies, often referred to as investment styles, reflect varying goals, time horizons, and approaches to risk. Three commonly discussed styles are growth, value, and income investing. Each approach has distinct characteristics and may play a...

05/19/2026

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 raise of 2.8%.

Driven by a recent spike in fuel and food prices, the 2027 Social Security COLA forecast has jumped to 3.9% — a significant increase over the 2026 rate of 2.8%.

05/18/2026

Did you know? Confidence in retirement is rising, but confidence alone is not a strategy. A thoughtful financial plan can help you prepare for rising costs, market volatility, healthcare expenses, and the long-term realities of retirement. Learn more about our approach to retirement planning and income strategies.

https://planwithgm.com/services/

05/13/2026

Rising interest rates can create both opportunities and challenges depending on whether you’re saving, borrowing, or planning for retirement. Understanding how rate changes may affect your financial strategy is an important part of staying prepared. Learn more in our latest blog post.

05/12/2026

The price of everything from food to gas is rising, but that doesn't have to derail your retirement plans. Ask yourself these three questions to make sure you are still on the right track.

The price of everything is rising, but that doesn't have to derail your retirement plans. Ask yourself these questions to make sure you are still on track.

05/11/2026

Did you know? Vanguard’s 2025 data found the median retirement plan balance was $38,176—a reminder that averages can sometimes paint an incomplete picture. Where you stand matters less than whether you have a plan for where you’re going. Start building a retirement strategy that fits your goals.

https://planwithgm.com/