Tom Grant Financial
21 Morgan Drive Succasunna NJ 07876
Securities and investment advisory services offered through Grove He puts his clients' needs first. Tom is a trusted advisor.
Tom Grant,CFP® knows the financial and life challenges you face. As a financial planner, Tom can help you face obstacles, articulate your dreams, and prepare for a compelling future. Tom is unique by serving his clients as a “life and financial coach”. Tom has a reputation for providing a high level of service. Tom creates financial Strategies that help his clients lay the groundwork to discover a
Wishing you a season full of light and laughter for you and your family.
Parents Drain Retirement Funds To Support Adult Children Nearly 70% of parents with kids 18 or older say they've sacrificed their own finances to help them.
We can’t wait to welcome the Easter bunny and all the happy children!
See you from 10-12 at 65 Spring Street, Morristown!
Markets in a Minute by Kara Murphy, CFA
A look at where we are, how we got here and where are we going.
https://www.kestraim.com/market-insights/market-review-and-outlook-1-17-23
DCAtg.mp4
What is dollar cost averaging? https://drive.google.com/file/d/1ceWKbnxeZRcdyWk-xMuZDsMhH1CxYrVn/view
Why a ‘vast majority’ of Americans are not getting the most out of Social Security
Are you getting the most out of your Social Security benefits? Claiming Social Security at the optimal age can make a huge difference. Yahoo Finance has the story @ https://bit.ly/34StebA
money.yahoo.com Americans can start getting their Social Security checks anytime between the ages 62 and 70. But it’s a tradeoff and a new report finds that most people aren’t getting this crucial decision right.
Everything you need to Know about Loan Consolidation and Student Loan Forgiveness - Empathize
Here is very informative article about college loan consolidation and student loan forgiveness. It is VERY thorough and includes many interesting links. PM me if you need any help with this.
https://empathize.com/loan-consolidation/
empathize.com In the first quarter of 2020, Americans owed over $1.6 trillion in student loans. This figure was about $500 billion in 2007. It might be easy to think that the escalating debt has to do with a higher number of students in colleges, but this is not the case. There were 18.25 million students in […...
5 money habits that will help you build serious wealth
Simple but effective. https://www.msn.com/en-us/money/savingandinvesting/5-money-habits-that-will-help-you-build-serious-wealth/ss-BB175OTE?ocid=msedgntp =6
msn.com 5 money habits for you to get rich
Timeline Photos
Call me with any questions. www.tomgrantfinancial.com (sketch by my friend Carl Richards @ Behavior Gap ) Tom Grant
America's craft beer boom may go flat as coronavirus shutdown slows brewery taps
USA Today examines how COVID-19 has dealt a serious blow to small craft beer businesses. More @ https://bit.ly/357mB57
usatoday.com The COVID-19 pandemic could disrupt the nation's craft beer industry, especially smaller breweries, which rely on beer sold and consumed onsite.
Tips to Stay Healthy During Self-isolation
Tom Grant
fullscript.com During self-isolation, following regular self-care practices can help manage stress, support your immune system, and improve well-being.
How You Can Make a Difference During Coronavirus - Great Big Story
Great Big Story presents ideas on how to be helpful to your community and others during the COVID-19 crisis. More @ https://greatbig.is/2vNbxNc Tom Grant
greatbigstory.com We know the world seems a little scary right now. But when things feel uncertain or out of control, know that there’s still so much good you can do to help. Here are just a few ways.
Tom Grant
What You Need To Know About Expanded Unemployment Benefits For COVID-19
Expanded unemployment after coronavirus. What's different? What do you need to know? More from Forbes @ https://bit.ly/33N79KM Tom Grant
forbes.com Agreed-upon $2 trillion stimulus package expands unemployment insurance for those negatively affected by COVID-19. This post will be updated.
COVID-19: How To Support Elders Without Putting Them At Risk
Essence discusses how we can support older family members and neighbors during the COVID-19 pandemic. More @ https://bit.ly/2J8hrLP
bit.ly Now is the time for us to support our elders by not putting them even more at risk of contracting COVID-19.
Market Volatility: Three Things to Remember in Scary Times | Lord Abbett
Do you have trepidation about your investments in this market environment? Call me to discuss.
lordabbett.com History has shown the value of staying invested during prior episodes of market turmoil.
Simple Gifts - Aging with Dignity
Aging with Dignity. Everyone deserves it. Give me a call to discuss.
agingwithdignity.org “’Tis the gift to be simple / ‘Tis the gift to be free / ‘Tis the gift to come down where we ought to be.” Elder Joseph Brackett Jr., a Shaker church leader, wrote these lyrics and the familiar tune that accompanies them in 1848. His tune would later be called Simple Gifts and would … Co...
Admit it, your finances are a mess. These experts know how to fix them
A couple of kernels of wisdom in this article.
marketwatch.com For starters, keep calm and communicate
You're not rich. A financial therapist explains the mindset standing between you and your money goals
Great article on what inspires most of us to make some less-than-optimal money moves. Tom Grant
cnbc.com From your very DNA to the social media platforms you check daily, here's why you may be having a hard time managing your finances.
Grieving the Loss of a Workplace Identity
There is more to retiring then just stop working.
nextavenue.org When we step out of the workplace, we lose more than a job
Has your financial consultant moved on? Has your account been orphaned as a result?
It happens more often than you may realize. When a registered representative leaves a broker/dealer, sometimes an account is left behind and becomes a “house” account – neglected and nearly forgotten.
I’d like to give your account the level of attention it deserves. I think you deserve the very best, including a relationship with a financial consultant who works hard to earn your trust. I want to become that trusted advisor and keep you consistently informed while sharing the knowledge and perspective I have gained in the financial world.
Let’s double-check that your accounts are allocated and invested appropriately. Call me today at 973-207-1659 or you can reach me by email at [email protected].
This is a good time for a financial check up. Let’s review performance and progress, and look for ways to improve them.
Click here to claim your Sponsored Listing.
Our Story
Tom Grant,CFP® knows the financial and life challenges you face.
As a financial planner, Tom can help you face obstacles, articulate your dreams, and prepare for a compelling future. Tom is unique by serving his clients as a “life and financial coach”.
Tom has a reputation for providing a high level of service. He puts his clients' needs first. Tom creates financial Strategies that help his clients lay the groundwork to discover and live their dreams.
Tom is a trusted advisor. He's there to support you with all the major decisions and changes you face.
Tom has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and is a CERTIFIED FINANCIAL PLANNER™ Practitioner.
To set up an appointment call (973) 239-5140.
Securities and investment advisory services offered through H.Beck Inc. member FINRA (www.finra.org), SIPC (www.sipc.com). Tom Grant Financial and H.Beck Inc. are not affiliated.
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Website
Address
21 Morgan Drive
Succasunna, NJ
07876
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
151 State Route 10 E, Ste 202
Succasunna, 07876
Accountancy Consultants of New Jersey, LLC / Barnegat CPA Tax Services
165 State Route 10 E
Succasunna, 07876
Established in 1981, Sarinelli & Associates have been providing a wide range of accounting and consu
19 Catan Drive
Succasunna, 07930
We believe that all financial companies should live by three words: honesty, integrity and professionalism.