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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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Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Infiltrating the Market

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

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