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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

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

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

My Retirement Savings

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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An Inside Look at Retirement Living

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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