Wealth planning insights for confidence in your finances and future

More people are getting caught in financial scams, and it is not because they are careless.

A high income can create a lot of opportunities. It can give you more flexibility, more options, and more room to build the life you want.

Some mistakes are small. Some can follow you for decades. Here are the ones we most often see, and why they matter.

The internet has opinions about your money. Here’s how to navigate them. Personal finance content is everywhere now – TikTok, Instagram, YouTube, podcasts.

Tax law changes are nothing new. But when several updates take effect at once, they can change how much you owe, what you can deduct, and which planning strategies make sense.

Granite Wealth Management has been named to Forbes’ 2026 Best-In-State Wealth Management Teams list for Virginia, marking the second consecutive year our practice has received this recognition.

The internet has opinions about your money. Here’s how to navigate them. Personal finance content is everywhere now – TikTok, Instagram, YouTube, podcasts.

At Granite Wealth Management, we are growing with intention, welcoming new team members who share our commitment to guiding families with clarity, care, and long-term vision.

Are 529 plans “dead”?

Every so often, we hear clients ask if 529 plans are still worth it. Maybe you’ve wondered the same thing. Some parents hesitate to open one because they’re not sure if their child will go to college, or they worry about what happens if a scholarship covers most of the costs.

Let’s face it: the school system does not do a great job of teaching personal finance. Very few of us come out of high-school or even college understanding how to invest, build wealth, plan for retirement, or even create a simple budget.

Let’s be honest: market swings can be unsettling. Whether the headlines are celebratory or alarming, it’s easy to get caught up in the emotion of it all. But if you want to think like a financial advisor, it starts with one core principle: the market is a long game.

Your 26-year-old just moved back home. Again.

Perhaps it’s student loans. Maybe it’s the housing market. Or it could be a job that didn’t work out, or one that doesn’t pay enough to support independence. Whatever the reason, your adult child needs help. And you want to offer it.

Paying for college is one of the most significant financial goals many families face. It’s also one of the most meaningful gifts parents and grandparents can give to the next generation. Whether your child is still in diapers or already deep into high school, planning ahead for education expenses is one of the most powerful ways to support their future.

A summer vacation should be exciting—from choosing your destination to counting down the days until you leave. But nothing kills that excitement faster than worrying about how to pay for it. The good news? A little planning can go a long way in making your trip stress-free and enjoyable.

When it comes to managing your finances, the thought of hiring a financial advisor might feel unnecessary or even intimidating. If you’ve grown up with (or just grown used to) the internet, it’s easy to believe you can manage your investments on your own.

Spring isn’t just for cleaning out closets and tidying up your home—it’s also the perfect time to refresh your financial life.

We are pleased to announce that Granite Wealth Management has been named to Forbes’ Best-In-State Wealth Management Teams list for 2025!

As the holiday season approaches, it’s easy to focus on giving gifts to others, but here’s a thought: what if...

A checklist for managing money during busy seasons of life

Planning for retirement is one of the most important financial decisions you'll make in your life, yet it's also one of the most complex.

When it comes to family finances, having clear, open conversations between parents and children is critical...