Granite Builds Foundations
Granite - durable, versatile, diverse - has been a choice material for builders and artists for millennia. Granite can be used for foundational construction and for intricate monuments.
Granite Financial Group helps our communities build durable, versatile and diverse financial foundations through planning-focused financial services. We are based in Barre, Vermont, but serve clients in multiple states. We specialize in delivering customized solutions for both individuals and businesses, built on a foundation of trust, experience, and personalized attention.
Helpful Content
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.