by Munn Gray & Associates | Nov 30, 2023 | Financial Planning
Here we stand, on the threshold of the final month of the year, poised to bid adieu to the experiences and lessons of the past and extend a warm welcome to the promises and possibilities of the future. As we embark on this transition, let’s not only reflect on...
by Munn Gray & Associates | Oct 6, 2023 | Financial Planning, economy
Do not give up on your retirement goals if you find you have entered middle age with little to no retirement savings. Sure, it may be harder to reach your retirement goals than if you had started in your 20s or 30s, but here are some strategies to consider: Reanalyze...
by Munn Gray & Associates | Aug 10, 2023 | College Planning, estate planning, Financial Planning, Helpful Resources
529 plans are best known as a college planning tool, but their reach is much broader in terms of what you can use it on and how it can help in financial planning. Let’s review some of the facts of 529 plans that go beyond paying for your child’s higher education...
by Munn Gray & Associates | Jun 30, 2023 | estate planning, Financial Journeys, Financial Planning, Helpful Resources
Estate planning is a multistep process that when properly designed can help ensure the proper protection and distribution of your assets. The tool most used is the will. Below is a short description of what this document can do and its potential downsides. We will...
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...
