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.

Wednesday Q&A End of the year tax tips!

By GRA News Blog | December 30, 2020

End of the year tax tips! On this episode of Winning at Life, Gregory and James go over 8 great tax tips for the end of the year. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have questions about…

If You Have An HSA, Here Are 7 Savings Perks You Might Not Know About (But Definitely Should)

By GRA News Blog | December 30, 2020

If You Have An HSA, Here Are 7 Savings Perks You Might Not Know About (But Definitely Should) Five words: The. Tax. Benefits. Are. Amazing. A big part of adulting is saving, which I think most of us will admit is a little hard to do. But, a health savings account (HSA) is like a…

We are millionaire mortgage prisoners

By GRA News Blog | December 29, 2020

They lead a lavish lifestyle and always make their payments on time, so why won’t anyone give them another loan? by Kate Palmer Edward and Melanie Rom run a multimillion-pound travel business and are no strangers to champagne parties, luxury golf resorts and private jets. Yet their lender, Barclays, has refused to give them a…

2020 taxes will be like no other year

By GRA News Blog | December 28, 2020

It’s the time of year to start thinking about taxes _ what’s ahead and what can be done now to manage It’s the time of year to start thinking about taxes — but the upcoming filing season is going to be a bit trickier for many Americans due to rampant unemployment, working from home and general upheaval…

Self-Employed? Here’s What You Need To Know About Retirement Planning

By GRA News Blog | December 24, 2020

In 2019, more than 16 million American workers were self-employed. This year, the coronavirus pandemic has forced even more Americans to become their own bosses. Although there are positives to building your own business, juggling the responsibilities that come with it can make it difficult to plan for retirement. There are many reasons retirement plans are often pushed…

Wednesday Q&A How do you save on taxes with Net Unrealized Appreciation (NUA)?

By GRA News Blog | December 23, 2020

How do you save on taxes with Net Unrealized Appreciation (NUA)? On this episode of the Ask Gregory Podcast, Gregory helps a caller figure out what to do when his wife is offered an NUA from her company. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured…

Avoid these mistakes when divvying up assets in a divorce

By GRA News Blog | December 23, 2020

KEY POINTS Even if two assets appear to have the same value, taxes can make one worth less than the other at the time of valuation. The cost basis of any given asset is a key measurement and should be determined up front, experts say. Even if you have an attorney and financial advisor advocating…

4 Millennial Money Myths We Need To Bust

By GRA News Blog | December 22, 2020

Do you get caught up in money beliefs that don’t serve you? If your answer is “yes,” you are not alone. There are a lot of money beliefs and myths out there that might make you question your own decisions, or make you feel like you’re behind in the game. The truth is, though, everyone…

Kevin O’Leary: ‘Day trading isn’t investing. It’s gambling’ – invest like Warren Buffett instead

By GRA News Blog | December 21, 2020

Throughout the pandemic, day trading has become extremely popular, especially among young people who, in most cases, have never invested in the stock market before. Coronavirus-induced lockdowns provided some with more time on their hands to try trading apps, like Robinhood, which are seeing a surge in business; millions of Americans are unemployed and may think it is a way to make up for lost income; and a…

How To Make Millions From Bezos’ Billions

By GRA News Blog | December 18, 2020

Business was booming for Adam St. George when he decided to shop around his four-year-old brand Angry Orange Odor Eliminator. Sold primarily on Amazon, his citrus-scented pet odor remover was racking up more than $2 million in annual revenue. Within hours of listing the operation on an online brokerage, St. George was inundated with phone calls.…

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