Grady Financial

Legacy Planning

All of us will leave a legacy to our family. The question is: will yours be intentional and purpose-driven or haphazard? It’s not just about building up and leaving financial capital to those you love. It’s also about social and spiritual capital. Will you leave them with the ability to find contentment and the keys to enjoying life? Let’s talk about the legacy you’d like to leave.

Wealth Transfer

Planning for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security.  Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.

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What Is My Tax Equivalent Yield?


How Much Self Employment Tax Will I PAy?


Federal Income Tax Calculator


Duration of Life Insurance Proceeds


What Are The Tax Advantages Of An Annuity?


How Much Will I Earn In My Lifetime?


What Are My Chances Of Becoming Disabled?


How do taxes and inflation impact my return?


Should I Convert To A Bi-Weekly Payment Schedule?


What could my current savings grow to?


How Much To Save To Reach My Goal?


How long until I reach my savings goal?


How long to Double My Savings?


Becoming a millionaire Calculator


Convert Discretionary Expenses to Savings


Impact of inflation on my retirement calculator


Comprehensive Mortgage Calculator


What Are The Tax Savings Generated By My Mortgage?


Auto loan: Accelerated payoff


What would my loan payments be?


What would my auto payments be?


Auto Loan vs. 0% Dealer Financing


Convert Hourly Wage To Annual Salary


Convert Annual Salary To Hourly Wage


Should I Pay Off Debt Or Invest The Money?


Should I Pay Off Debt Or Invest The Money?


What Is The Impact Of Making Extra Payments?


Cash Up Front Or Payments Over Time?


What is the balance on my loan?


How long until my loan is paid off?


Compare Interest-Only Vs. Traditional Mortgage


How Long To Pay Off My Credit Card?


Historical inflation - Compare purchasing power


How Long Will My Money Last?


Pay Down Debt Or Invest Monthly Surplus?


What are the payments on a parental (PLUS) loan?


What is the value of a college education?


Advantages of a 529 College Savings Plan


Advantages of a Coverdell ESA


Calculate your ability to pay back student loans


Social Security Retirement Income Estimator