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
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Saving for College 101
Here's a crash course on saving for college.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
