News

2023 Essay Winners Announced

Please click here to read the story and see the photos
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Professional advisor newsletter – October 2 of 3

Clients want to know: What’s deductible and what’s not? Click here to read
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Professional advisor newsletter – October 1 of 3

"Clients want to know: What’s deductible and what’s not?" Click here to read full article
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August newsletter

a. August is "National Make-a-Will Month" b. August 26 workshop for Back-to-School Stress & Anxiety c. NEW VolunteerGrundy.com ...
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NEW: Charitable Gift Annuities

Are you over the age of 55, want income that you can't outlive, and want to also be ...
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Summer is a great time for year-end charitable planning

July 1, 2023 Happy July!  We’re now half-way through the year and we hope you will use these ...
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