Check out the latest blog post for thoughts and updates from our GrandView team.
Wednesday, November 8, 2023
Last Spring I was notified to Save the Date for LPL’s women’s conference – Achieve. I have to say, I was pumped. I attended the conference in 2019 as a NextGen invite but haven’t gotten the invite since. The...
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Tuesday, June 6, 2023
Last month, GrandView enjoyed welcoming our wonderful clients and friends to our second annual open house. The open house was an opportunity to treat those who not only trust GrandView with their financial wellness but more importantly...
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Tuesday, April 18, 2023
In November 2022, Alabama voters passed a Constitutional Amendment, which allows homeowners in Jefferson County who are 65 or older to claim an additional Special Senior Property Tax Exemption. This is in addition to the currently...
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Wednesday, February 22, 2023
Listen in, while Michael C. Mashburn, SR, MBA, AIF®, a Senior Investment Consultant here at GrandView Financial Group, gives us our quarterly market update. 2022 was a year most of us would like to forget when it comes...
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Friday, January 20, 2023
Join us for the Winter 2023 Retirement Planning Today® two-week course on Tuesdays, January 31st & February 7th or Thursdays, February 2nd & February 9th at the University of Alabama at Birmingham Collat School of Business...
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Thursday, September 15, 2022
The GrandView family grew by two this June with the addition of Senior Investment Consultant, Mike Mashburn, SR, MBA, AIF®, and his son, Michael Mashburn, as a new Client Services Associate. Mike brings his 36 years of...
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Thursday, August 18, 2022
Remember those Choose Your Own Adventure books? Where the choice you made as a reader determined the main character’s outcome? Financial planning is kind of like that. The choices you make now will determine the life you get to...
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Tuesday, July 26, 2022
You’ve heard the term, backseat driver. They pretty much have all of the stress and none of the control over where the car is going. You may feel that way when it comes to your finances. Maybe your partner takes the lead, or you...
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Tuesday, July 26, 2022
My first dog as an adult showed up out of nowhere in my email inbox. A co-worker’s friend picked up a black fuzzball that had been dumped on the side of the road and was trying to find a home for her. I saw her photo and knew she...
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Thursday, June 23, 2022
GrandView Financial Group was proud to host our First Annual Open House, Thursday, May 4th at our new renovated and beautifully decorated office in the heart of Cahaba Heights. Our Open House marks the first time we have been able...
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We all want the best for our children. And we do the best we can. But sometimes, it’s hard to plan ahead—especially 18 years ahead. CollegeCounts is Alabama’s 529 fund. Your family can save for your child’s...
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As the world evolves and we move closer and closer to a paperless society, so too does the way we are able to pay for things and interact with money. Fading are the days of jars full of loose change and piggy-banks bursting with hard...
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Wednesday, March 3, 2021
Retirement savings are supposed to last through your lifetime. That’s the plan, of course. But with the average life expectancy of women roughly five more years than it is for men — 81.1 years vs. 76.1 years1 — the...
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Tuesday, February 16, 2021
Celebrate American Heart Month by embracing more fiber in your diet. According to the National Institutes of Health, most people consume less than half of the recommended amounts of fiber, despite the health benefits that come with it....
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Tuesday, January 19, 2021
Activities that people used to take for granted have changed in major ways — like a trip to the grocery store, attending a live concert or sporting event, participating in church services or even just hugging a friend. Remember...
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Tuesday, January 12, 2021
It is time to start preparing for the 2020/2021 tax season. In the insert below, you will find important information and dates for mailings. It is important to start preparing early, so please contact us so we may assist you during...
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Monday, December 21, 2020
As of today, we are waiting on the emergency approval for the Moderna vaccine and it cannot come soon enough. For many GrandView clients, they will receive vaccines early 2021. Bob and Larry are looking forward to theirs. For the rest...
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Thursday, November 19, 2020
It’s the holiday season! Everyone always looks forward to gathering around the dinner table with loved ones to spend time together. This year will look a little different with COVID-19 looming over us. Read on to learn tips on...
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Thursday, October 8, 2020
Can you believe it is already October? A lot has happened this summer at GrandView Financial Group and we are so happy for the fall. If you have not read the blog ‘GrandView’s Bingo Card’, pause and do that here. This...
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Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.This year, there was no pre-season, so professional football started in September, which coincidentally, is a...
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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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
Read More"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...
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Click here to view: LPL Financial 2019 Mailing Schedule for 2018 Tax Information
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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...
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