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 to prepare for the ‘survivor’s penalty’ before a spouse passes

By GRA News Blog | December 26, 2023

Many older women outlive their spouses and may not anticipate higher future taxes after such a loss. Financial experts suggest proactive measures to navigate this…

The 4% Rule for Retirement Is Back

By GRA News Blog | December 25, 2023

Encouraging news for prospective retirees: The 4% rule is back! Thanks to higher interest rates and bond yields, new retirees can potentially spend 4% of…

‘It’s not taxed at all’: Warren Buffett shares the ‘best investment’ you can make when battling inflation — and it doesn’t have to cost you a dime

By GRA News Blog | December 22, 2023

Warren Buffett’s billionaire simplicity: Ranked eighth globally with an estimated net worth of $116 billion, according to the Bloomberg Billionaires Index, the Berkshire Hathaway CEO…

How to Renew TSA PreCheck

By GRA News Blog | December 21, 2023

Say goodbye to airport security headaches! Elevate your travel experience with TSA PreCheck, a game-changer in hassle-free security screening. Issued by the Department of Homeland…

Time to Act on These End-of-Year Tax Planning Tips: Tax Letter

By GRA News Blog | December 19, 2023

Year-end tax planning is on the horizon! With two months left in 2023, this letter outlines strategic actions to trim your federal tax bill. Focus…

Here are 5 uncomfortable truths about retirement — that you really need to hear. (Especially if you want to call it quits early)

By GRA News Blog | December 18, 2023

While the American dream often revolves around the idea of financial freedom in retirement, achieving it requires facing hard realities. Before hanging up your work…

3 tax changes you need to take care of before the end of this year

By GRA News Blog | December 15, 2023

Shift your focus to taxes before year-end! While tax season is traditionally a last-minute affair, savvy taxpayers are turning their attention to the last two…

You May Have to Put Catch-Up Contributions in a Roth 401(k): That’s Not a Bad Idea

By GRA News Blog | December 14, 2023

The recent stock market surge has turned the tide for 401(k) holders, with Fidelity Investments reporting an almost 8.3% increase in average account balances in…

Warren Buffett ‘Doesn’t Think College Is For Everyone’ — Here’s Why

By GRA News Blog | December 12, 2023

Warren Buffett’s academic journey: The legendary investor attended college twice, earning a bachelor’s degree in business administration from the University of Nebraska after transferring from…

Could an In-Service Distribution From Your 401(k) Work for You?

By GRA News Blog | December 11, 2023

Could you unlock financial flexibility with an in-service distribution – a potentially rewarding money move often overlooked in retirement planning. How do you determine if…

Archives

Categories