Generating Wealth For Generations
Grenda Group is a locally owned family business and our goal is to be a trusted partner to the individuals and families we serve. We founded our firm to put into practice our philosophy of simple, common sense investing that puts our clients and their needs at the center of everything we do.
We know that you have worked hard for your money and the wealth you have accumulated represents decades of sacrifice, saving, and prudence. We can help you use your wealth to build a comfortable lifestyle, achieve personal goals, and leave a legacy to your loved ones.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Second marriages are a trigger event to revisit any existing estate strategies.
Do your insurance needs stay the same when the nest empties?
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a crash course on saving for college.
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.
There are three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.