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Grey Kirwan Financial

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Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Home Insurance

Home Insurance

Vehicle Insurance

Home Insurance

Vehicle Insurance

Vehicle Insurance

Risk Management

Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?

Vehicle Insurance

Home Insurance

Home Insurance

Risk Management

Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

Vehicle Insurance

Home Insurance

Cash Management

There are a number of savings alternatives that could help you earn a reasonable rate of return.

Cash Management

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

Vehicle Insurance

Home Insurance

Risk Management

Consider additional liability insurance to help protect you from the potentially devastating effects of liability lawsuits.

Home Insurance

Commercial Insurance

Risk Management

Since your home is one of your greatest assets, you should make sure it is adequately protected. That's where homeowners insurance enters the picture.

Commercial Insurance

Home Insurance

Home Insurance

Cash Management

Short-term cash management instruments can help you establish a sound cash management program.

Vehicle Insurance

Risk Management

As a business owner, a disability can create an economic hardship putting both your personal finances and business at risk.

Vehicle Insurance

Home Insurance

Home Insurance

Risk Management

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

Commercial Insurance

Risk Management

There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

Risk Management

Couples who want to help protect their legacy from estate taxes could consider last-survivor life insurance.

Commercial Insurance

Risk Management

Property and casualty insurance can help protect a variety of assets. Find out what it does and doesn’t cover.

Vehicle Insurance

Risk Management

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

Vehicle Insurance

Risk Management

To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

Risk Management

When it is time to make an insurance claim, it helps if you are familiar with your policies and the steps you should take to file a claim.

Vehicle Insurance

Risk Management

Using a financially sound insurance company is an important part of ensuring your family’s financial security.

Home Insurance

Risk Management

A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.

Risk Management

Even if your state doesn’t require certain types of auto insurance, it may be wise to purchase multiple types to ensure you are covered for a variety of situations.

Vehicle Insurance

Commercial Insurance

Risk Management

An annuity is a contract between you and an insurance company to pay you future income in exchange for premiums you pay.

Risk Management

Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

Risk Management

If you have a family who relies on your income, it is important to have life insurance protection.

Risk Management

Split-dollar life insurance is an arrangement to purchase and fund life insurance between two parties.

Vehicle Insurance

Commercial Insurance

Vehicle Insurance

Cash Management

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Cash Management

There are techniques that can enable older homeowners to use their property to finance their lifestyle.

Risk Management

Some of the pros and cons of whole life insurance.

Cash Management

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

Risk Management

Medicare is the federal health insurance program for those persons age 65 and over. But what does it cover?

Cash Management

Here are some smart ways to refinance your home.

Risk Management

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

Cash Management

Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

Cash Management

There are numerous investment alternatives available to help provide liquidity.

Cash Management

It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Risk Management

Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

Risk Management

Variable life insurance gives you the control to allocate your account value among a variety of investment options.

Risk Management

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

Cash Management

Shifting some debt to a home equity loan, which typically allows interest payments to be tax deductible, could have its advantages.

Cash Management

Money market funds can be a highly liquid and effective cash management tool.

Risk Management

If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

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