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Check out the latest blog post for thoughts and updates from our GrandView team.  

 

Monday, August 10, 2020

For those of you that don’t know me, I’m Adrienne. Just a young professional trying to survive being quarantined with a roommate and cat all while working full time. I didn’t actually join Meals on Wheels specifically...

 

Monday, July 20, 2020

We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact...

 

Monday, June 29, 2020

“Who had this on their Bingo card?” is an over-used phrase these days – but really…who had any of this on their 2020 bingo card??? When I was planning for 2020 last Fall, I thought by June, we would be close to...

 

Tuesday, June 9, 2020

During our time at home, the GrandView team has taken this opportunity to catch up on the ever-growing pile of books on our coffee tables. Every person has their preferred genre, as you can see reflected in the titles. If you find...

 

Monday, March 30, 2020

It is rather impossible to ignore the crazy, unprecedented crisis that our world is facing. Some people are worried, stressed and concerned about the unknown (me!!!) and some people are in denial about the pandemic our nation is facing...

 

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Tuesday, March 17, 2020

Hi Friends, As news of COVID-19 continues to change, we feel it is important to address the steps that GrandView Financial Group is taking to ensure business continuity and that we remain a safe workplace for you and our team....

 

Tuesday, February 18, 2020

I always wanted to play an instrument of some kind all my life, but the opportunity wasn’t there growing up with 3 other siblings. My granddaughter Maddie, who is one of those kids who can do anything, got a ukulele back in...

 

Tuesday, January 7, 2020

#10YEARCHALLENGE 2009? I don’t even remember what I had for dinner last night much less remember what was happening in 2009. I was 33, not 43 and living in Atlanta with my dog, Riley, and working for the most incredible mentor...

 

Tuesday, December 10, 2019

It’s the holiday season! If you’re like me, you spent most of Black Friday telling yourself, “Oh, this is a great Christmas gift to me, for me, and from me!”. I blindly spent money on clothes and accessories for...

 

Friday, October 18, 2019

Kelly Morgan, an independent financial advisor at GrandView Financial Group in Birmingham, AL, is the recipient of LPL Financial’s emerging advisor scholarship, providing her the opportunity to attend the firm’s annual...

 

Wednesday, July 10, 2019

“Dirty Dozen” Tax Scams to Watch For Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money. Learn More The Pre-Retirement Checklist July is Retirement...

 

Monday, July 8, 2019

Let’s Get Real About Your Expenses. I’ve entered my fair share of data into our planning software during my time at GV. I’ve gotta say, I am so envious of people who spend $400 on food every month. And then another...

 

Monday, July 8, 2019

The seed for my recent mission trip was planted back in January 2019. Our church had planned no less than nineteen different missions this year: local, region, national and international. Michelle and I carefully considered and prayed...

 

Thursday, May 23, 2019

So, the best show on television has come to a close. The final episode of the final season of Game of Thrones aired this past Sunday and as an avid fan of the show, I’m not sure how I feel about. If you’re a devoted fan of...

 

Monday, May 13, 2019

So, you want a dog. I mean, who doesn’t want a dog. As I have written before, I’m a crazy dog lady. Bailey and I met because of our dogs. When we see our parents (both sets) they always ask how our dogs are doing. At a...

 

Thursday, April 4, 2019

"How did it get so late so soon?" -- Dr. Seuss Dr. Seuss's whimsical take on life has been delighting children of all ages for generations. His simple but powerful words continue to resonate today, even in the context of planning for a...

 

Friday, March 29, 2019

 

Friday, January 25, 2019

Has anyone read Marie Kondo’s The Life Changing Magic of Tidying Up or seen her on Netflix? It’s a charming book and show – I highly recommend it! In a nutshell, you look at your “stuff” and ask yourself...

 

Wednesday, January 16, 2019

 

Friday, January 11, 2019

Click here to view: LPL Financial 2019 Mailing Schedule for 2018 Tax Information

 

Wednesday, November 14, 2018

 

Wednesday, October 17, 2018

 

Thursday, September 20, 2018

Vegetables For Your Brain Sunday, I read an article in the Birmingham News that originally ran in the Washington Post called “The Power of Idle Thought”. The author, Alan Lightman, is a physicist, novelist and professor in...