William Parker


Assess Life Insurance Needs

Assess Life Insurance Needs

If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according to a study conducted by LIMRA, which closely follows life insurance trends, less than half of U.S. households say they have individual life insurance coverage, and 40% of Americans say they need more coverage.

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Building the ultimate budget tracker!

Building the ultimate budget tracker!

Did you know that every year, nearly 150 million households file their federal tax returns? Typically, the process involves digging through shoe boxes or folders full of receipts, unorganized! It also involves gathering mortgage, retirement and investment account statements! In 2017, most people rely on computer software to take advantage of every tax break the code permits. While you're digging through your financials, why would you not start the reorganization process?

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Fear of getting audited is real blog by Grandview Asset Management

What if you get audited?

“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the IRS audited 0.5% of all individual tax returns. Here's what you can do to reduce to chances of an audit!

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Managing Stress and Debt

Managing Stress and Debt

If you are experiencing debt-related stress, you should consider attacking the root of the problem. Generally, it takes time to work down debt, but that doesn’t mean you can’t manage the stress during the interim period. Developing a strategy to eliminate your debt is the first step to lowering stress, since the sense of control that a strategy gives you might furnish you with hope and optimism.

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Grandview Asset Management Retirement Traps to Avoid

Retirement Traps to Avoid

No matter where you're starting from, your path to retirement may include unexpected twists, turns and slides. Preparing for what lies ahead can make the journey a little bit more enjoyable. Here are some of the twists you might encounter through the path of retirement.

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