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Where Is the Market Headed? Estate Management 101

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.

 

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Around the country, attitudes about retirement are shifting.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Assess how many days you'll work to pay your federal tax liability.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator will help determine whether you should invest funds or pay down debt.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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There’s an alarming difference between perception and reality for current and future retirees.

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There are a few things to consider when buying or leasing your next vehicle.

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