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Friday, April 13, 2018

 

Sunday, March 25, 2018

 

Sunday, March 4, 2018

 

Thursday, February 15, 2018

 

Monday, January 22, 2018

Please join Larry at UAB as he presents Retirement Planning Today. Registration for this course is through UAB, and contact information can be found on the flyer below.

 

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Friday, January 12, 2018

It is once again the time of year to begin preparing for tax filings. Pershing, a BNY Mellon company, provides tax reporting on our behalf. The mailing date of your Form 1099 depends on the types of holdings in your account. The...

 

Wednesday, January 10, 2018

5 Key Facts About the New Tax Bill The enactment of the Tax Cuts and Jobs Act (TCJA) represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1 For millions of Americans and businesses it means an...

 

Friday, January 5, 2018

 

Friday, January 5, 2018

 

Friday, December 29, 2017

Please join Larry at UAB for this informative class. Registration is through UAB. The contact information is in the flier.

 

Tuesday, December 19, 2017

 

Thursday, November 30, 2017

The new IRMAA monthly Medicare surcharges will be higher for many clients who have higher incomes. If your MAGI (modified adjusted gross income) is over $107,000 for an individual, or $214,000 for joint/married, you may be affected....

 

Friday, November 17, 2017

We will be collecting toys for YWCA Santa's Workshop. We will have a collection box in our office. You can also purchase off of their Amazon Wish list at Santa's Workshop wish list

 

Wednesday, November 8, 2017

Follow the adventures of Maddie, Debbie Adcocx's grandaughter, as she sails the Great Loop. Click here for her blog: Maddie's Great Loop Adventure

 

Monday, October 16, 2017

Client Services Manager Reports to CEO and COO Grandview Financial Group’s Mission Our mission is to help businesses and families pursue all their dreams and financial goals while passing on their true wealth of values,...

 

Wednesday, October 4, 2017

 

Thursday, August 31, 2017

Larry Walck is presenting, Retirement Planning Today, at UAB. If you are interested in attending, please print off the registration form, on page 7 and mail, with payment, to UAB.

 

Monday, July 31, 2017

In order to continue serving our clients to the best of our abilities, it is important that our advisors, Bob and Larry, spend time advancing their knowledge and education in the ever-changing financial realm. Over the past year, our...

 

Saturday, July 1, 2017

Check out these fun activities going on this month in the Birmingham area! Fourth of July Celebrations: Birmingham Barons Baseball – Regions Field July 3 at 6:30 PM Fire on the Water – Oak Mountain State Park July 3 gates...

 

Monday, June 26, 2017

 

Thursday, September 15, 2016

 

Thursday, September 1, 2016

Get an education beyond high school- For most this will be a college or university. There are many good public institutions with reasonable costs for those who live in state. Savings, scholarships and working through college the...

 

Monday, August 29, 2016

*Assumes 8% return on investments made January 1st each year*

 

Monday, August 25, 2014