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Archive for October 2019

Affluent Millennials Don’t Think They’ll Retire By 65

According to New Investopedia Study, Affluent Millennials Aren’t Investing Enough, and They Know It Investopedia (www.investopedia.com), one of the world’s largest financial and investing websites, announced findings from a recent survey, which found that nearly half of affluent millennials say they think they will be forced to work beyond retirement age. While millennials see investing as…

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Should You Convert Your 401k to a ROTH IRA?

Should you convert your IRA or 401k to a Roth IRA?    You may have a traditional IRA or 401k that allows you to make tax-free contributions, but you will have to pay taxes on that money when you make withdrawals in retirement.  You could avoid paying potentially high tax rates on your money by…

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GPS The Guided Planning System®

Guided Planning System® Guides Retirement Satisfaction. You have worked tirelessly all these years and gained not only the accumulation of assets but the knowledge and experience that comes with those efforts.  Now that retirement may be approaching, an organized plan is necessary. You should not have to be stressed or worried about where the money…

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Newsletter: October 2019

Our October 2019 Newsletter includes an in house article on the Importance of Estate Planning, highlights from Bra Country Fest and the Making Strides Against Breast Cancer of New Orleans run/walk. You will see photos from the Ricks family during this LSU football tailgate season and photos from our training events.  Don’t miss getting to…

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Retroactive Social Security Benefits…Can You Back It Up?

Retroactive Social Security Benefits Many Americans rely on Social Security in retirement but navigating the system can be overwhelming and hard to understand.  Social Security is full of special benefits you can apply for depending on your needs and life situation. One of those benefits we often get questions on is how can I take…

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