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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.

Are forgivable loans the best option for your business?

By Gregory Ricks & Associates | April 3, 2020 |

“Did you hear? The SBA is giving away free money in the form of forgivable loans that small businesses don’t have to repay! This is a no-brainer, right?! What am I missing here?” Not so fast… Many small business owners across the country have probably heard one variation of the above quote—whether from friends, business…

The High Cost of IRA Mistakes

By Gregory Ricks | June 22, 2017

So you think you don’t need/can’t afford an advisor? Have you considered the cost of making IRA mistakes? Even seemingly simple transactions are subject to rules and restrictions under the tax code. Did you contribute too much by mistake? This mistake cannot be corrected by simply withdrawing the excess amount. There are rules on how…

The Ricks Report – June 20, 2017

By Gregory Ricks | June 20, 2017

­­­­­­­­ The Ricks Report    June 20, 2017  Numbers of $ignificance A DRAMATIC RISE – Online shopping of retail apparel is predicted to grow from 17% of total sales today to 37% by the year 2030 (source: Credit Suisse). I AM ALL SET– 4 of 5 Americans surveyed (78%) are confident in their ability to…

The 10% Penalty and Converted Funds–Five Things You Need to Know

By Gregory Ricks | June 15, 2017

Rules never go away as much as we may want them to at times, usually when we are just plain exhausted from life’s daily tasks and hardships. Whatever the case may be, it’s very important to increase our awareness and understanding of certain rules or else we can potentially face unwanted consequences, thereby making our…

The Ricks Report – June 12, 2017

By Gregory Ricks | June 13, 2017

­­­­­­­­ The Ricks Report    June 12, 2017  Numbers of $ignificance THE TOP IN 2014 – The top 1% of US taxpayers paid 39.5% of total federal income taxes collected for the 2014 tax year (source: Internal Revenue Service). MEASURES TO TEND TO– Treasury Secretary Steven Mnuchin urged lawmakers on 5/24/17 to increase the nation’s…

Winning at Life: I need Gregory's Opinion on this Annuity

By Gregory Ricks | June 8, 2017

Anna in Mandeville isn’t so sure about the annuity she’s being offered. It sounds pretty good, but it’s always smart to get a second opinion. Better Call Gregory!

Winning at Life: Which Loan Should I Pay Off First?

By Gregory Ricks | June 8, 2017

On Winning at Life, Matthew from Bush, Louisiana asks Gregory Ricks’ advice on which loan he should pay off first. He’s a college student with two student loans, and needs a second opinion on how to get out of debt quickest.

Winning at Life: Is This Annuity Is Right for Me?

By Gregory Ricks | June 8, 2017

Gregory Ricks and James Parker help Anthony from Houma, Louisiana find out if the annuity he is being offered is the right one for him on Winning at Life.

Winning at Life: Should I pay off this low rate mortgage balance with my savings?

By Gregory Ricks | June 8, 2017

Mike in Ocean Springs, MS calls into Winning at Life with Gregory Ricks to ask if he should pay off the remainder of the balance on his mortgage loan that has a rock bottom interest rate, or invest that money elsewhere?

Winning at Life: a real estate flip horror story

By Gregory Ricks | June 8, 2017

On Winning at Life, Gregory and James hear about a real estate flip gone wrong from Traci, a partner of the Realty firm Dwell Nola. Real Estate investing can be a profitable venture, but most people who don’t get properly educated get their clocks cleaned. Real Estate is not for the faint of heart.

Important Ages in Retirement Planning

By Gregory Ricks | June 8, 2017

With each passing year comes increased responsibilities. As one accumulates more responsibilities, that individual needs to ask the important questions such as “[h]ow can I ensure that I live responsibly so that my future is as comfortable as possible? ” and [w]hat age is best to start planning accordingly for my future?”.  Other important factors…

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