Posts by GRA News Blog
8 Retirement Secrets Seniors Want You to Know
Don’t wait for retirement regrets! Crafting the ideal retirement savings plan starts today. Avoid the ‘should-haves’ and uncertainties by taking charge of your financial future now. Discover the crucial balance…
Read MoreHow Is Your Post-Retirement Stacking Up? Three Key Questions
Cheers to a successful retirement transition! As you embark on this exciting new chapter, ensure a rock-solid financial foundation with scenario planning. Guard against the top retiree fear—running out of…
Read More3 more crucial things you must say goodbye to in retirement — most Americans can’t do it. But can you?
Brace for the unexpected in retirement! Despite thorough preparation, the realities of this major lifestyle and financial shift are bound to bring surprises. From downsizing homes to managing a budget…
Read MoreAmericans Sacrifice $3.4 Trillion by Claiming Social Security Too Soon
A recent white paper from United Income, authored by former Social Security Administration economists, reveals that the average household misses out on $110,000 by mistiming Social Security income. Can personalized…
Read MoreFour Reasons to Consider Doing Partial Roth IRA Conversions Now
Your lifelong financial companion: Taxes. If you’ve amassed a substantial IRA, navigating this expense is crucial. Despite hopes for lower taxes, the reality, with over $32 trillion in government debt,…
Read MoreThe biggest mistake you can make when going on a cruise happens before embarkation
Navigate the skies wisely for your cruise adventure! Booking airline tickets may seem straightforward, but don’t switch off your brain just yet. Beverly Rasmussen’s experience with Princess Cruises’ EZAir program…
Read MoreAre You Taking Too Much Risk in Retirement?
The retirement fear we all share: running out of money. Whether it’s $1 million or $2 million, the worry persists. Market volatility adds to the anxiety, with memories of the…
Read MoreThe IRS is auditing the rich. Can you fly under the radar if you’re not wealthy?
IRS sets sights on high-earners: Unpacking the recent crackdown initiative. Amidst the shift, the IRS emphasizes the legal distinction between tax avoidance and evasion. In a notable move, audit rates…
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 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…
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