News Blog


GRA has compiled a news feed to keep you up-to-date on

the latest financial and retirement news that could affect your wallet

See the latest headlines below.

Is Suze Orman right? Is a traditional IRA really the wrong way to invest for retirement?

By GRA News Blog | July 9, 2020

Financial advisers weigh in on the personal finance guru’s latest warning about individual retirement accounts, and how to use them Personal finance celebrity Suze Orman says retirement savers should steer clear of traditional accounts in lieu of Roth accounts, especially during this global pandemic. But like everything else in personal finance, that advice largely depends…

Wednesday Q&A How do you score with your Social Security knowledge?

By GRA News Blog | July 8, 2020

How do you score with your Social Security knowledge? Follow along with this quiz from the show! If you would like to submit a question that may be featured on the Wednesday Q&A, use the form below! We’re Here to Help Have questions about this week’s content, or need help with your financial plan? We’re here to…

A Beginner’s Guide to Employee Stock Plans

By GRA News Blog | July 7, 2020

So you’ve started a new job and the company offers stock options as part of its benefits package. Maybe you have no idea what that means, or you’re not quite sure how to get started. Here are some basics you should know. Most companies offer perks as part of a salary package: vacation days, 401(k)s…

10 Steps To Achieving Your Financial Independence Day

By GRA News Blog | July 6, 2020

Now that we’ve celebrated our Independence Day, you may want to consider another form of independence: financial. Financial independence is about having the freedom to work or not work as you choose because you’re no longer dependent on income from working. If it’s something you aspire to, here are some steps you can take: 1.…

Top 10 Estate Planning Tips in a Time of Coronavirus

By GRA News Blog | July 6, 2020

The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some tips to help you along the way. It has arrived: the unexpected, potentially life-threatening circumstance you had in mind when you set up your estate plan, and now you’re feeling really…

Thinking of Buying a Fixed Annuity? Ask These Questions First

By GRA News Blog | July 3, 2020

Of all the types of annuities out there, a fixed annuity is the one that’s most straightforward. Is it the one that’s right for you? by: Ken Nuss Fixed-rate annuities are popular because of their guarantees, simplicity and higher rates than most competing products. A fixed-rate annuity — also known as a multi-year guaranteed annuity —…

How A 2% Solution Can Be The Key To Increasing Your Retirement Security

By GRA News Blog | July 2, 2020

GETTY Many people try the wrong route to building their retirement wealth, or rebuilding it after a market decline. The wrong way is to look at only a small part of the financial picture instead of the whole picture. Looking at the whole picture can lead you to faster, easier ways to increase retirement security.…

Is borrowing from my 401(k) considered a loan because of Coronavirus?

By GRA News Blog | July 1, 2020

Is borrowing from my 401(k) considered a loan because of Coronavirus?  Gregory explains the rules and waving of fees for borrowing from a 401(k) or IRA for financial relief due to Covid19. If you would like to submit a question that may be featured on the Wednesday Q&A, use the form below! We’re Here to…

Here’s a foolproof way to create retirement income for the rest of your life

By GRA News Blog | July 1, 2020

KEY POINTS At age 72, individuals are required to take mandatory withdrawals from their retirement accounts each year, based on their life expectancy. This formula — known as the required minimum distribution — can also work hand-in-hand with delaying Social Security benefits until age 70 to create a sustainable drawdown strategy. If you’re taking this…

Lost your job? Here’s what to do with your 401(k)

By GRA News Blog | June 30, 2020

Consider all of the options when transitioning a work-sponsored retirement plan. Getty Images Every week, millions of Americans are filing for unemployment due to the COVID-19 crisis. Whether you’ve been with a company for six weeks or six years, if you lose your job, there are plenty of options for what to do with your vested…

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