Transitioning to retirement can be challenging, especially if you love your job. Phasing into retirement by working part-time can offer a balanced approach and can help enhance financial confidence. Over […]
Ease on Down the Road to Retirement Read More »
The U.S. stock market has surged in early 2024, with the S&P 500 up over 10% following a 24% rally in 2023. Optimism is high due to the improving economy
With a record number of Baby Boomers turning 65 in 2024, the decision to claim Social Security benefits early or wait until full retirement age is crucial. While the program
Five Reasons to Take Social Security Early (and Four Reasons to Wait) Read More »
While it’s comforting when things trend upwards, the reality is that recessions are inevitable. In retirement, the stakes are higher, making understanding and managing different types of risks crucial. Ready
Risk in Retirement: What’s the Right Level for You? Read More »
Choosing the right annuity can be crucial for your financial future. With four main types available, understanding their individual purposes and advantages can be essential. Before making a decision, educate
5 Common Annuity Mistakes You Should Avoid Read More »
Financial scams targeting older adults are on the rise, resulting in significant losses. According to the FBI, in 2022 alone, there were over 88,000 complaints from individuals aged 60 and
The Top 5 Financial Scams Targeting Older Adults Read More »
107-mastering-tax-season-insider-tips-from-cap-jude-heath In this episode of “Ask Gregory,” we dive into essential financial strategies with special guest Jude Heath from J Heath & Company CPA. Jude shares insights on managing your
Podcast 107: Mastering Tax Season: Insider Tips from CPA Jude Heath Read More »
Fraud affects everyone, regardless of age or income. Learn about common scams like phishing and identity theft, and discover ways to help protect yourself and your finances. Stay informed—read this
Fraud Prevention: Ways to help protect yourself and your finances Read More »
Many Americans feel like “Big Brother is watching” when they deposit or withdraw large sums from their bank accounts. Alexis and Dean, a couple running a financial advice start-up, addressed
Sixteen people have been charged in a “grandparent scam” that defrauded older Americans out of millions, federal prosecutors announced. The group allegedly ran call centers in the Dominican Republic, targeting