Blog

Ladies--Get in the Driver's Seat of Your Finances

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...

Let’s Get A Puppy!

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...

GrandView Celebrates First Annual Open House

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...

GrandView Financial Group Attends Momentum Conference

CollegeCounts 101 - How to Save for College

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...

Building Financial Discipline From An Early Age With a Debit Card for Kids

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...

Unique Financial Planning Considerations for Women

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...

Fiber Optics

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....

Forward Thinking: Five Ways to Keep Moving Forward in the New Year.

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...

Getting Ready for Tax Season

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...

The Mask Routine

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...

Tips to Host a Safe Thanksgiving

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...

Introducing ScheduleOnce

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...

Football Is Back

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...

Volunteering During a Global Pandemic

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...

Midyear Outlook 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...

GrandView's Bingo Card

“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...

GrandView Book Recommendations

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...

Keep a Positive Outlook

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...

Important Information for Clients

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....

It's Never Too Late!

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...

#10YearChallenge

#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...

Adrienne's Must-Have Gift Guide

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...

KELLY MORGAN EARNS OPPORTUNITY TO ATTEND INDUSTRY WOMEN’S LEADERSHIP FORUM

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...

2Q Newsletter

“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...

Get Real About Your Expenses

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...

Mission: Memphis

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...

Game of Thrones Final Season Review

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...

Dog Mom: Fido Cash Flow

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...

Think You're Too Young to Start Investing? Think Again!

"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...

First Quarter Newsletter

Spark Joy

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...

Q4 Newsletter

LPL Financial 2019 Tax Form Mailing Schedule

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

Four Week Holiday Spending Budget

Third Quarter Newsletter

Vegetables For Your Brain - September 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...