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.

Your net worth will ‘go crazy’ once you pass this money milestone — even Charlie Munger said you can ‘ease off the gas’ once you get there. Here’s the magic number and how to hit it

By GRA News Blog | March 29, 2024

Discover the millionaire club’s gateway for young Americans through the power of compounding. Learn the pivotal role of the first…

8 Retirement Secrets Seniors Want You to Know

By GRA News Blog | January 16, 2024

Don’t wait for retirement regrets! Crafting the ideal retirement savings plan starts today. Avoid the ‘should-haves’ and uncertainties by taking charge of your financial future…

How Is Your Post-Retirement Stacking Up? Three Key Questions

By GRA News Blog | January 15, 2024

Cheers to a successful retirement transition! As you embark on this exciting new chapter, ensure a rock-solid financial foundation with scenario planning. Guard against the…

3 more crucial things you must say goodbye to in retirement — most Americans can’t do it. But can you?

By GRA News Blog | January 12, 2024

Brace for the unexpected in retirement! Despite thorough preparation, the realities of this major lifestyle and financial shift are bound to bring surprises. From downsizing…

Americans Sacrifice $3.4 Trillion by Claiming Social Security Too Soon

By GRA News Blog | January 11, 2024

A recent white paper from United Income, authored by former Social Security Administration economists, reveals that the average household misses out on $110,000 by mistiming…

Four Reasons to Consider Doing Partial Roth IRA Conversions Now

By GRA News Blog | January 9, 2024

Your lifelong financial companion: Taxes. If you’ve amassed a substantial IRA, navigating this expense is crucial. Despite hopes for lower taxes, the reality, with over…

The biggest mistake you can make when going on a cruise happens before embarkation

By GRA News Blog | January 8, 2024

Navigate the skies wisely for your cruise adventure! Booking airline tickets may seem straightforward, but don’t switch off your brain just yet. Beverly Rasmussen’s experience…

Are You Taking Too Much Risk in Retirement?

By GRA News Blog | January 5, 2024

The retirement fear we all share: running out of money. Whether it’s $1 million or $2 million, the worry persists. Market volatility adds to the…

The IRS is auditing the rich. Can you fly under the radar if you’re not wealthy?

By GRA News Blog | January 4, 2024

IRS sets sights on high-earners: Unpacking the recent crackdown initiative. Amidst the shift, the IRS emphasizes the legal distinction between tax avoidance and evasion. In…

Next year, you can put more money away for retirement and get a tax break

By GRA News Blog | January 2, 2024

Boost your retirement savings in 2024! The IRS has announced an increase in the 401(k) contribution limit to $23,000, up from the current $22,500. Individuals…

How to Know When It’s Time to Retire

By GRA News Blog | January 1, 2024

Navigating the retirement decision: At 67, Kathie Davis grappled with when to call it a career. Despite enjoying her financial-services job, the increasing demands and…