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Wealth planning insights for confidence in your finances and future

Empowering you with financial knowledge is a key part of our mission. Our educational content and tools can help you make informed decisions, understand complex financial concepts, and get confident in the foundations of investment planning.

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FEATURED INSIGHT

Why should I work with a financial advisor?

When it comes to managing your finances, the thought of hiring a financial advisor might feel unnecessary or even intimidating. If you’ve grown up with (or just grown used to) the internet, it’s easy to believe you can manage your investments on your own.

Insights

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Aim to Enjoy Retirement Without Running Out of Money

Planning for retirement is one of the most important financial decisions you'll make in your life, yet it's also one of the most complex. The idea of running out of money in retirement is a concern for many, especially as we continue to experience the impacts of inflation. But with proper planning, you can help ensure that your golden years are both fulfilling and financially secure. Let's explore why planning on your own or relying solely on fixed income strategies may not be enough and how Granite Wealth Management can help you navigate this critical time.

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Why Financial Conversations Between Parents and Children Matter — And 6 Tips for Having Them Successfully

When it comes to family finances, having clear, open conversations between parents and children is critical — yet many families avoid them until it’s too late. Whether it’s discussing inheritance, financial decision-making, or end-of-life planning, these conversations carry immense weight, often impacting not only financial stability but also family harmony.

But why are these conversations so important, and how can you navigate them successfully? Let's explore.

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