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A Few Thoughts…

With recent global health issues, and their effects on the markets, you may have questions or concerns regarding your finances. Grimes Financial is available to help you. A financial advisor can help you stay the course or make necessary adjustments based on your...

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New Secure Act Impacts Inherited Money

The Secure Act was recently passed into law on December 20th, 2019. The Secure Act represents one of the most significant shakeups for retirees since the Pension Protection Act of 2006. As with most things, there are some positives and negatives that came out of the...

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Educate Your Kids About Money

Educate Your Kids About Money

Children  are told we don’t talk about money. We don’t ask people how much money they make for a living or even how much things cost. To an extent, this is fair, and children should be taught to respect privacy, but we cannot afford to stigmatize money topics as off...

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Investment Strategy: Tax Loss Harvesting

Investment Strategy: Tax Loss Harvesting

Investors may feel there is no end in sight when markets are heading downward. It can be difficult for investors to appreciate a down market could bring anything positive. Keep in mind however that we know down markets do not last forever. The average bear or negative...

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