Posts by GRA News Blog
Ease on Down the Road to Retirement
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…
Read MoreFraud Prevention: Ways to help protect yourself and your finances
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…
Read MoreHow to save for retirement when you’re in your 30s
Entering your 30s brings increased responsibilities, from purchasing your first home to expanding your family. With the addition of marriage, a mortgage, and the costs of raising children and pets,…
Read MoreHow to Plan for a Potential Inheritance
Prepare for the inheritance wave! Millennials and Gen Xers are set to inherit an astonishing $84.4 trillion between 2021 and 2045, as baby boomers pass on their wealth. Surprisingly, it’s…
Read MoreI’m a Financial Advisor: Here Are 9 Retirement Planning Tips for Freelancers
Freelancers face distinct challenges in retirement planning, lacking traditional employer benefits like sponsored retirement accounts and HR support. With fluctuating incomes, saving consistently for retirement can be challenging. Financial advisors…
Read MoreWomen need different financial plans – Here are 4 key steps to take
Women face unique financial challenges, from the gender pay gap to career interruptions for caregiving, which can impact retirement savings and Social Security benefits. However, with the right tools and…
Read MoreWhat taxes are due on a Roth IRA conversion?
Retirement account do-overs are a rarity, but transitioning from a traditional IRA to a Roth IRA is feasible. Be mindful of taxes, as the allure of tax-free withdrawals in retirement…
Read More‘It’s costing American workers real money’: Only 10% say they will wait until 70 to claim the maximum Social Security benefit — here are 5 reasons to wait
While retirement experts advocate waiting until age 70 to initiate Social Security benefits, a mere 10% of non-retired workers plan to heed this advice, as revealed by the Schroders 2023…
Read MoreIRS Tax Move Will Save Money For Millions of Americans — Check if You’re Eligible
The IRS is introducing the Direct File pilot program, a new initiative allowing Americans to file their tax returns for free without relying on third-party services such as TurboTax or…
Read MorePros and Cons of Waiting Until 70 to Claim Social Security
Americans have an eight-year window to claim Social Security benefits, starting at age 62 and ending at 70. Deciding when to claim involves weighing the pros and cons: claiming early…
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