Bob Grundman, Senior Benefit Strategies

Insurance and Financial Services

Getting information is one thing, understanding it is another!  Many people need help to decipher what is pertinent and applies in their situations.   A "one size fits all" approach doesn't give you a very good suit of clothes....nor an insurance or retirement strategy.  I can help tailor a program for you.

A 25 year insurance veteran and a local and national industry leader, I have the training, experience, and resources to help you meet your goals.  With the ever changing advances across all spectrums of our lives, the financial "do-it-yourself" approach is fading as fast as the "shade tree mechanic".  Working together, we can build your plan for success. 

We have each been blessed with varying amounts of wealth.  Our challenge is to manage its risk and distribution so it doesn't run out before we do!!

 

 

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Get Ready for Earnings Season

Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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