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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. 

Helpful Content

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Debt Stress

There’s a link between debt and stress.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Inflation & Retirement

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

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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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Surprises

Making the most of surprises is a great reason to work with us.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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