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Latest Articles

Retirement

  • Introducing the 530A Accounts
  • 9 Facts About Retirement
  • What to Expect in Your First Year of Retirement
  • Social Security: Maximizing Benefits
  • Who Is Your Trusted Contact?
  • First Year of Retirement: What to Expect
  • Conquering Retirement Challenges for Women
  • Deciding When to Take Social Security
  • Women on the Rise
  • Choosing a Retirement Plan that Fits Your Business

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • The Threat of Identity Theft
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • TIPS for Inflation
  • How Stocks Work
  • Mutual Funds vs. ETFs

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • Personal Finance Calendar
  • What If Your Kids Decide Against College?
  • The Big Pause
  • What Will You Do With Your Bonus or Windfall?
  • Year-End Charitable Gifting and You
 

Contact

Office: 928-463-5473

Mobile: 928-713-7182

265 West Soaring

Prescott, AZ 86301

Series 7, 66 (held though LPL Financial), Arizona Life, Accident, and Health

john@granitemountainwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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John L. Farmer is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.  Modern Asset Protections Strategies and LPL Financial are not affiliated entities.

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