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162 N Main St.
Suite 200
Barre, VT 05641

(802) 476-3235

Preparation is the Key to Retirement The Power of Tax-Deferred Growth Estate Management 101

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. 

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Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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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.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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