Investments
Retirement
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Understanding Today’s Financial Environment
Welcome, we’re Granite Wealth Management, a financial organization in Marble Falls, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Surprises
Making the most of surprises is a great reason to work with us.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.