Grace Financial

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

 

Third party rankings and recognitions are no guarantee of future unvestment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be contrued as an endorsement of the advisor by any client nor are they representative of any one enforsement of any one clint's evaluation.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Reclassifying Real Estate

How REITs differ from other types of stocks and why the sector change might affect the portfolios of some investors.

HOT TOPIC: PATH Act Makes Many Tax Breaks Permanent

An outline of PATH Act provisions that may be most helpful for individual taxpayers and small businesses.

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

Donor-Advised Funds

Individuals who want to maximize the positive impact of their donations might consider using donor-advised funds.

More Newsletters →

December 05, 2016 @ 01:10 PM

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