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.

How Couples Can Boost Their Overall Social Security Benefits

By GRA News Blog | August 27, 2021
couple with pillow over ears

Let’s say you’re married and your spouse is younger than you are. When’s the best time to file for and receive the highest-possible benefits? The…

13 Tax Breaks for Homeowners and Home Buyers

By GRA News Blog | August 26, 2021
homeowners

Owning (or buying) a home is expensive. But at least there are some tax deductions, credits, and exclusions that can help you recoup some of…

Social Security cost of living adjustment could be largest in nearly 4 decades

By GRA News Blog | August 25, 2021
stock market chart

2022 COLA could be highest paid since 1983 Social Security beneficiaries might be in for the highest cost of living adjustment (COLA) in nearly four decades,…

Wednesday Q&A How do I handle a check sent out for my Old 401K?

By GRA News Blog | August 25, 2021

How do I handle a check sent out for my Old 401K? In this episode, Gregory helps a caller understand what to do with a 401(k) payout…

The Right Retirement Plan: Do I Choose a Traditional or Roth 401(k)?

By GRA News Blog | August 24, 2021

If your workplace offers a Roth 401(k) retirement savings plan in addition to a traditional 401(k), picking between them comes down to taxes. My friend…

Op-ed: Sometimes it’s just worth paying someone to handle various tasks and chores

By GRA News Blog | August 23, 2021
mowing the lawn

KEY POINTS Sometimes it’s worth paying someone to handle certain tasks or chores for you — particularly when they specialize in a service. Rewards can…

7 Financial Don’ts for Every Millennial

By GRA News Blog | August 20, 2021

Here are the seven things that millennials should absolutely stop doing to get their financial plans on track. How time flies. The oldest millennials are…

9 Life Events that Require You to Revise Your Budget

By GRA News Blog | August 19, 2021
life events

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…

Wednesday Q&A Back Door Tricks For Roth Contributions

By GRA News Blog | August 18, 2021

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…

Direct indexing is the hot new investing strategy. What you need to know

By GRA News Blog | August 18, 2021
advisor

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…

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