Grant D Gier, CLU®, ChFC®, CFP®

Business & Estate Planning Specialist

News

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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