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.

You might have unclaimed retirement benefits. How to find them.

By GRA News Blog | December 5, 2023

Unraveling a retirement mystery: The Social Security Administration flags a potential 401(k) account from 1992 for your wife. If there’s no recollection of cashing out,…

‘The buildings don’t go away … but the owners do’: Warren Buffett and Charlie Munger warn that a storm is brewing in the US real estate market — here’s where they’ll seek refuge

By GRA News Blog | December 4, 2023

Commercial real estate concerns escalate as Charlie Munger, Warren Buffett’s partner, foresees a looming storm that could engulf banks and ripple through the broader market.…

Most Seniors Will Need Long-Term Care. Here’s How to Save for It.

By GRA News Blog | December 1, 2023

Picture this: 80% of homes in your neighborhood vulnerable to storm damage, yet less than 4% insured. A striking parallel to the unpreparedness in long-term…

Excited to take Social Security at 62? Slow down — here are 5 top reasons claiming your benefits at such a young age is a bad idea

By GRA News Blog | November 29, 2023

Considering claiming Social Security benefits at 62? While it might seem tempting to access the money you’ve been contributing through payroll taxes, waiting could result…

All taxpayers should do this as soon as possible, IRS advises

By GRA News Blog | November 27, 2023

The IRS adds a year-end task to your to-do list: Review your tax withholdings promptly. To prevent surprises when filing returns next year, taxpayers are…

The Big Mistakes People Make in Medicare—and How to Avoid Them

By GRA News Blog | November 24, 2023

Seniors can unwittingly stumble into costly traps that limit their healthcare choices. Lothaire Bluteau, a 66-year-old actor from West Hollywood, found himself in a bind…

‘Deny, deny, deny’: By rejecting claims, Medicare Advantage plans threaten rural hospitals and patients, say CEOs

By GRA News Blog | November 23, 2023

Rose Stone, a retiree from rural Holly Springs, Mississippi, found herself facing unexpected challenges. Despite relying on the Alliance HealthCare System for decades, her Medicare…

Scared To Spend: Overcoming The Retirement Cycle Of Fear

By GRA News Blog | November 22, 2023

Many clients face a common dilemma in retirement: they see the reassuring statistical analyses, but they struggle with the psychological aspect of spending in their…

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 | November 21, 2023

Retirement is the quintessential American dream. While some may fantasize about wealth and fame, the ultimate goal for many is financial independence, allowing them to…

SIMPLE IRA: What It Is and How It Works

By GRA News Blog | November 20, 2023

Small business owners often find setting up employee retirement plans costly and complex, along with the burden of federal filings. The SIMPLE IRA, tailored for…