by Munn Gray & Associates | May 31, 2023 | Financial Planning, Helpful Resources, taxes, Uncategorized
Retirement Planning for Small Business Owners Owning a business is the dream of many Americans yet with the plethora of potential problems that can risk the success of your business’ future, banking on the sale of your business as a retirement plan poses a lot of...
by Munn Gray & Associates | Mar 16, 2023 | Financial Planning
When choosing investments, there are several factors you should consider in order to help ensure your investments are as successful as possible. The first factor to consider is your risk tolerance. If you have a low tolerance for risk, it’s important to...
by Munn Gray & Associates | Jan 12, 2023 | Financial Planning, Financial Journeys
A huge part of anyone’s financial journey should be saving money. It’s recommended that everyone should have three to six months worth of expenses saved as an emergency fund. This is in case of events like accidents or unemployment, so that you can...
by Munn Gray & Associates | Jan 10, 2023 | Financial Planning
Financial Planning can get complex and feel overwhelming, especially if you’re just starting on your financial literacy journey. There are a few basic tenants that you’ll need to understand when creating your first financial plan. Don’t let it intimidate you,...
by Munn Gray & Associates | Nov 29, 2022 | Financial Planning, Retirement
It’s always a good idea to check in on the status of any plans or goals you may be working towards, and your retirement plan is certainly no exception. When you’re younger and retirement feels far off, you could get away with infrequent checks, but as you approach...
by Munn Gray & Associates | Nov 22, 2022 | Financial Planning, Long Term Care
Your investment strategy can greatly influence the success of your portfolio. If you have been investing without a strategy, or your strategy could use an update, then it’s time to reassess how you manage your portfolio. It’s never too late to create a strategy, and...
