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    • A FEW WORDS ABOUT US

      We here at Griffis Wealth Management specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY ARTICLE

    • IRA BLOG

    • “Your article on annuities [Does An Annuity Belong In Your Retirement Plan?] did not demonstrate that an annuity always improves a retirement plan.” True, Warren Buffet’s retirement plan would not be improved by an annuity because he will not face the mortality and investment risks of a retiree with limited resources. Retirees with limited resources face the risk that if they live too long,[...]

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      A crystal ball into the stock market’s performance – wouldn’t that be useful! While predicting market performance to-a-t is not possible, you can help protect your savings by preparing for market uncertainty. Market Uncertainty Heightens This past December marked the worst decline for stocks since the financial crisis in 2008. This decline brought an uneasiness for pre-retirees. While [...]

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      Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year. Taxes in retirement are not exactly the same as when you’re working, but you will find some similarities. In retirement you are taxed on income the [...]

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    • QCD – Tell Your CPA About It

      QCD – Tell Your CPA About It Did you or your client do a QCD (Qualified Charitable Distribution) last year? Make sure the tax preparer knows about it. The IRA custodian is not required to report a QCD transaction on Form 1099-R. Instead, it will show up as a regular distribution to the IRA owner. A regular distribution is normally a taxable event. A tax preparer, especially at this time of [...]

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      There’s No Place Like Home: Unlocking the Door to Greater Retirement Income

      There’s No Place Like Home: Unlocking the Door to Greater Retirement Income Running out of money while there is still much life to live is frightening. The specific concern is that retirees might spend down their assets at a faster pace than their investment gains accrue.  Financial advisors are commonly tasked with helping clients determine if, and under which circumstances, they will have [...]

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      After Death, Don't Leave Your Loved Ones This Headache

      After Death, Don't Leave Your Loved Ones This Headache This week's Slott Report Mailbag looks into beneficiaries, inherited IRAs, RMDs and annuities. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: A spouse inherits a Savings and Investment Plan from her husband at his death. She fails to name her[...]

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