Posts by GRA News Blog
9 Life Events that Require You to Revise Your Budget
Your life is always changing. Is your budget keeping up with the times? Most of the time, when I tell a client to draw up a budget for their personal…
Read MoreWednesday Q&A Back Door Tricks For Roth Contributions
Back Door Tricks For Roth Contributions An additional after-tax contribution to your 401(k) – now allowed in the plans of many large employers – can grow tax-free if it’s moved…
Read MoreDirect indexing is the hot new investing strategy. What you need to know
KEY POINTS Direct indexing, which allows investors to buy the stocks of an index, instead of purchasing a mutual or exchange-traded fund, may soon become more widely available. This strategy…
Read MoreHow Millennials Are Changing the Life Insurance Game
More than any other age group, millennials are feeling the need for life insurance due to COVID-19, and the way they’re shopping for it is a little different than in…
Read MoreIf your financial advisor didn’t ask you these 6 questions, it may be time to give them a call
You may know all the questions you should be asking your financial advisor (if not, read our story on the questions to ask here), but did you know a new advisor…
Read MoreWe Need to Talk About Social Security: It’s Not Drying Up Any Time Soon
Key Points Social Security’s main revenue source is expected to decline in the coming years. The program can tap its trust funds in the near term, but eventually, they’ll be…
Read More3 Social Security Secrets to Boost Your Benefits
Social Security benefits make up a substantial amount of income for millions of retirees, but your monthly checks were never designed to replace your income entirely during your senior years.…
Read MoreWednesday Q&A The Winnies 2021: The Winning At Life Annual Award Show
The Winnies 2021: The Winning At Life Annual Award Show Who are the top 10 players of the Winning at Life Radio show? Gregory and James have been on the air…
Read MoreYour retirement savings could take a hit: What you need to know about taxes
Give yourself a big pat on the back if you have built up a nice retirement nest egg after years of scrimping and saving. Congratulations, you’re halfway there. Many investors are…
Read MoreBest Ways to Generate Tax-Free Income in Retirement: Think About This Stuff Now
Nobody wants to pay taxes on hard-earned income in retirement, including you. Here’s what you can do to sidestep paying taxes in retirement. Nothing feels more deflating than having to…
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