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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

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Monthly Memberships

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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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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Comparing Investments

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Simple 401k

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

Estimate Your RMD

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Assess Your Life Insurance Needs

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

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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