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…

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…

How Millennials Are Changing the Life Insurance Game

By GRA News Blog | August 17, 2021
grocery family

More than any other age group, millennials are feeling the need for life insurance due to COVID-19, and the way they’re shopping for it is…

If your financial advisor didn’t ask you these 6 questions, it may be time to give them a call

By GRA News Blog | August 16, 2021
financial advisor

You may know all the questions you should be asking your financial advisor (if not, read our story on the questions to ask here), but did…

We Need to Talk About Social Security: It’s Not Drying Up Any Time Soon

By GRA News Blog | August 13, 2021
social security money

Key Points Social Security’s main revenue source is expected to decline in the coming years. The program can tap its trust funds in the near…

3 Social Security Secrets to Boost Your Benefits

By GRA News Blog | August 12, 2021
social security cards

Social Security benefits make up a substantial amount of income for millions of retirees, but your monthly checks were never designed to replace your income…

Wednesday Q&A The Winnies 2021: The Winning At Life Annual Award Show

By GRA News Blog | August 11, 2021

The Winnies 2021: The Winning At Life Annual Award Show Who are the top 10 players of the Winning at Life Radio show? Gregory and James…

Your retirement savings could take a hit: What you need to know about taxes

By GRA News Blog | August 10, 2021

Give yourself a big pat on the back if you have built up a nice retirement nest egg after years of scrimping and saving. Congratulations,…

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