Posts by GRA News Blog
Podcast 112: Conversations People Should Be Having (But Don’t)
As a family, have you been putting off important discussions about finances, estate planning, and long-term care? Many of us know we should be having these critical conversations, but they…
Read MoreHow to Know When It’s Time to Retire
Navigating the retirement decision: At 67, Kathie Davis grappled with when to call it a career. Despite enjoying her financial-services job, the increasing demands and life moving on led her…
Read MoreRisk in Retirement: What’s the Right Level for You?
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…
Read MoreNext year, you can put more money away for retirement and get a tax break
Boost your retirement savings in 2024! The IRS has announced an increase in the 401(k) contribution limit to $23,000, up from the current $22,500. Individuals aged 50 or older can…
Read MoreWriting your will is ‘not just a question about finances,’ expert says. Here’s why it’s a crucial task
Writing your will may not seem urgent, but it should be a priority. A recent survey by the Center for Retirement Research at Boston College found that only 34% of…
Read MorePodcast 111: Navigating Retirement Finances – Strategies to Help Secure Your Future with CPA Jude Heath
Are you approaching or already in retirement? Join us for this informative podcast as we explore practical strategies to help you manage your finances and secure your financial future. We’ll…
Read MoreWhat To Know About The Roth Solo 401(k) In 2024?
You could maximize your tax-free retirement income with a Roth Solo 401(k), a strategic choice for savvy business owners. This unique retirement account allows both you and your spouse to…
Read MorePodcast 110: Navigating Entity Registrations and Charitable Giving Strategies
In this episode, host and financial advisor Gregory Ricks and CPA Jude Heath dive deep into the complex world of entity registrations and charitable giving options. They discuss the new…
Read MoreNo one in the US should be retiring at 65’: Ben Shapiro said Social Security was not designed to provide retirement benefits for 20+ years — and those who expect that are ‘crazy’
Americans can start receiving Social Security benefits as early as age 62, but should they? Ben Shapiro argues it’s “insane” that the U.S. hasn’t raised the official retirement age, pointing…
Read MoreWarren Buffett warns there’s only 1 way a ‘smart person’ can go broke — are you making this big financial misstep?
Discover the startling financial realities faced by over 60% of Americans living paycheck to paycheck, as revealed by PYMNTS. Dive into the latest data from the Federal Reserve, exposing the…
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