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Learning Center

At Granite Harbor Advisors, we value the educational process, giving our clients the knowledge to move forward with confidence.

The Biden Tax Proposal

The Biden Tax Proposal

Join Managing Partner, Brian Sak as he unpacks the potential tax legislation that is slated as part of the Biden Tax Proposal. While time will only tell which of these…
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Taxes in Retirement

Taxes in Retirement

Taxes will most likely be your largest strain on cash flow as you enter retirement. Having a clear understanding of your current tax situation is half the battle. Being…
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Insurance Insights: Using life insurance to transfer wealth
6 minutes read

Insurance Insights: Using life insurance to transfer wealth

Good estate planning answers three key questions: Where does your stuff go? Who is in charge? And what are the rules? Life insurance can be one of the most tax-efficient ways to answer these questions because it can limit tax exposure while protecting and facilitating generational wealth. Here’s a l...
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