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3 retirement mistakes to avoid — and how to fix them if you can
How to invest, spend and save the right way Turning wealth into income isn’t the easiest of tasks. And more than a few people make mistakes with their money before…
Read MoreWhat does an estate executor do? Here’s a checklist of the most important financial duties
There are plenty of tax questions when a loved one passes away, but what other financial issues could arise? Tax Guy walks you through them. When a loved one who…
Read MoreWhat to do if you’re the executor of a loved one’s estate — starting with when to pay the taxes
As the executor, you’re on the hook for filing the federal income tax return for the estate of your deceased loved one When a loved one who was financially comfortable…
Read MoreRetirement Savers Love the Backdoor Roth IRA Strategy. It Might Not Last.
With Congress looking to rein in Roth conversions, the tax-saving option could go away Many Americans are using a previously little-known tax method to boost their savings. Now, the government…
Read MoreHow Life Insurance Fits into a Retirement Plan
While some may view life insurance as a simple way to replace income or cover final expenses, there are many benefits to considering it as an important part of a…
Read MoreWednesday Q&A What are the options regarding Social Security benefits for widows and their children?
What are the options regarding Social Security benefits for widows and their children? Gregory helps a Winning at Life caller find out the Social Security benefit options for widows and children.…
Read MoreDid you panic sell during the latest stock market dip? Here’s when to get back in
KEY POINTS Panic selling often happens during stock market dips, and those who dump investments may later regret their decision. However, the bigger issue is many panic sellers fail to…
Read MoreThe Grim Reality of Social Security’s Record “Raise” in 2022
The biggest cost-of-living adjustment in nearly four decades could be all for naught. Key Points The vast majority of nonretirees expect to lean on Social Security income to make ends…
Read MoreIs it Time to Pare Back Withdrawal Rates in Retirement?
What are the right withdrawal strategies in today’s low yield environment? The fact that many investors feel stocks are richly valued and predict lower returns ahead complicates the matter. The…
Read MoreWednesday Q&A How can I perform better than the average investor?
How can I perform better than the average investor? On this episode of the Ask Gregory Podcast, find out how you can beat the average investor. Do you have questions…
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