Posts by GRA News Blog
You might have unclaimed retirement benefits. How to find them.
Unraveling a retirement mystery: The Social Security Administration flags a potential 401(k) account from 1992 for your wife. If there’s no recollection of cashing out, it’s worth investigating whether the…
Read More‘The buildings don’t go away … but the owners do’: Warren Buffett and Charlie Munger warn that a storm is brewing in the US real estate market — here’s where they’ll seek refuge
Commercial real estate concerns escalate as Charlie Munger, Warren Buffett’s partner, foresees a looming storm that could engulf banks and ripple through the broader market. Munger’s apprehension, shared at the…
Read MoreMost Seniors Will Need Long-Term Care. Here’s How to Save for It.
Picture this: 80% of homes in your neighborhood vulnerable to storm damage, yet less than 4% insured. A striking parallel to the unpreparedness in long-term care for Americans. A 2021…
Read MoreExcited to take Social Security at 62? Slow down — here are 5 top reasons claiming your benefits at such a young age is a bad idea
Considering claiming Social Security benefits at 62? While it might seem tempting to access the money you’ve been contributing through payroll taxes, waiting could result in significantly higher monthly payouts…
Read MoreAll taxpayers should do this as soon as possible, IRS advises
The IRS adds a year-end task to your to-do list: Review your tax withholdings promptly. To prevent surprises when filing returns next year, taxpayers are urged to verify their withholdings.…
Read MoreThe Big Mistakes People Make in Medicare—and How to Avoid Them
Seniors can unwittingly stumble into costly traps that limit their healthcare choices. Lothaire Bluteau, a 66-year-old actor from West Hollywood, found himself in a bind with Medicare Advantage when he…
Read More‘Deny, deny, deny’: By rejecting claims, Medicare Advantage plans threaten rural hospitals and patients, say CEOs
Rose Stone, a retiree from rural Holly Springs, Mississippi, found herself facing unexpected challenges. Despite relying on the Alliance HealthCare System for decades, her Medicare Advantage plan didn’t cover visits…
Read MoreScared To Spend: Overcoming The Retirement Cycle Of Fear
Many clients face a common dilemma in retirement: they see the reassuring statistical analyses, but they struggle with the psychological aspect of spending in their golden years. With constant warnings…
Read MoreHere are 5 uncomfortable truths about retirement — that you really need to hear. (Especially if you want to call it quits early)
Retirement is the quintessential American dream. While some may fantasize about wealth and fame, the ultimate goal for many is financial independence, allowing them to enjoy life without the need…
Read MoreSIMPLE IRA: What It Is and How It Works
Small business owners often find setting up employee retirement plans costly and complex, along with the burden of federal filings. The SIMPLE IRA, tailored for businesses with 100 or fewer…
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