A New Study Suggests a Way to Raise Your Life Expectancy by 5 Years (Without Changing Your Diet or Exercise Habits)

For retirees, living their best lives – for as long as possible is important. In this article, Inc. discusses how being energetic and optimistic may increase your lifespan.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article:…

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Make These 6 Savvy Retirement Moves and You’ll Be Cooking with Gas

Retirement planning can be much more exciting when you have a financial plan in place to get you to your goals. Here are a few tips by Motley Fools that may help you reach your financial goals.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income…

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3 Reasons You Won’t Regret Saving in a Roth IRA

Roth IRAs have low annual contribution limits and income limitations, but you shouldn’t overlook them. Motley Fool gives three reasons you should consider opening one.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.fool.com/investing/2022/04/14/3-reasons-you-wont-regret-saving-in-a-roth-ira/ Please remember that…

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PODCAST 81: Why Do I Need a Power of Attorney?

Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.   Below is a transcription of the Ask Gregory Podcast 81 – Why Do I Need a Power of Attorney? Gregory Ricks  00:00 Hey welcome. I’m…

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Odds are, you’re better off buying an index fund. Here’s why

Mutual and exchange-traded funds are generally actively managed or passively managed. If your investments were actively managed in 2021, your returns may not have been up to par. According to this CNBC article, index funds are more likely to replicate their holdings and returns.   Enjoy this complimentary download: By submitting your contact information, you…

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Wednesday Q&A: How Will Rising Interest Rates Affect My Retirement?

How Will Rising Interest Rates Affect My Retirement? Are you worried about rising interest rates affecting your retirement? Join us for this video as Gregory and Nicholas discuss how rising interest rates and decreasing bond values can affect your retirement as well as how to help plan for it! Do you have questions for Gregory?…

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Backdoor Roth IRA? Avoid These 5 Mistakes

If an investor earns too much to directly contribute to a Roth IRA, there is an opportunity to open a traditional IRA and then convert it to a Roth IRA. However, there can be potential issues that you should think about before doing this. Morningstar discusses five common mistakes that investors run into when doing…

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Where to start if you want your kids to grow up financially savvy

Starting with a strong financial foundation at a young age can pay off. According to CNBC, if you want to raise financially savvy kids, stop the lectures and start with an allowance.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and…

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3 Reasons to Wait Until 70 to Start Taking Your Social Security Benefits

Some people are in a rush to start claiming Social Security benefits, but you might want to wait until you turn 70. Kiplinger discusses three reasons why delaying taking your Social Security benefit may be the right option for you.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted…

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PODCAST 80: How Will Rising Interest Rate Affect Investors?

Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.   Below is a transcription of the Ask Gregory Podcast 80 – How Will Rising Interest Rates Affect Investors? Gregory Ricks  00:01 Hey welcome. I’m your…

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