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Navigating the retirement decision: At 67, Kathie Davis grappled with when to call it a career. Despite enjoying her financial-services…
Some good planning and the right strategies can help you get the timing right on the sale and the purchase Selling your house and buying…
You’ll probably need more money than your Social Security benefits to maintain a comfortable lifestyle in retirement. Those benefits will only replace about 40% of…
What if you have Federal AND State retirement benefits? John in Covington asks Gregory if there’s any issues he needs to know about between his…
On paper, Social Security’s spousal benefits might seem simple enough to understand. But that’s not the case according to Elaine Floyd, the director of retirement…
These five moves could mean hundreds of thousands of dollars in extra income over the course of your retirement. In the five years preceding retirement,…
With the right strategy, you can make a lot of money in the stock market with minimal effort. Key Points Long-term investing can help you…
4 Secrets to Beating the Average Investor The average investor likely has a less-exciting future than you do. You’re poised to develop confidence in your…
Louisiana Teachers Retirement Options: LASERS vs ORP Lynn in Madisonville is taking a job with the State, and asks Gregory’s opinion on which teachers’ retirement…
KEY POINTS The Secure Act of 2019 added new rules for inherited IRAs, requiring many heirs to withdraw the balance within 10 years. Without tax…
If you haven’t reached retirement age, be warned: Social Security has some pretty quirky rules. And that’s just the way the government works from time…
