Wednesday Q&A: Should Venmo Be on Your Tax Returns?

Should Venmo Be on Your Tax Returns? Taxes are already complicated enough, but do you need to worry about Venmo or other money-transferring platforms? In this video, you’ll find out what a 1099-K form is and if you need one the next time you go to file your taxes! Do you have questions for Gregory?…

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PODCAST 81: Why Do I Need a Power of Attorney?

Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.   Below is a transcription of the Ask Gregory Podcast 81 – Why Do I Need a Power of Attorney? Gregory Ricks  00:00 Hey welcome. I’m…

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Wednesday Q&A: How Will Rising Interest Rates Affect My Retirement?

How Will Rising Interest Rates Affect My Retirement? Are you worried about rising interest rates affecting your retirement? Join us for this video as Gregory and Nicholas discuss how rising interest rates and decreasing bond values can affect your retirement as well as how to help plan for it! Do you have questions for Gregory?…

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Wednesday Q&A: How Risky Should My Investments Be?

How Risky Should My Investments Be? Wondering what the yield is for Exchange Traded Funds or Collective Trust Funds? Which could pay off more in the long haul? Learn more about the differences between ETFs vs CTFs in this video! Do you have questions for Gregory? Click the ASK GREGORY below and your question could…

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Wednesday Q&A: Will vs. Trust, What’s the Difference?

Will vs. Trust, What’s the Difference? Knowing the difference between a will and a trust can help to make sure your property goes where you want it to go after you are gone!   Do you have questions for Gregory? Click the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re…

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PODCAST 77: Who Gets Ownership of My Property After I Pass Away?

Get your complimentary guide to go with this episode: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.   Below is a transcription of the Ask Gregory Podcast 77 – Who Gets Ownership of My Property After I Pass Away? Hey welcome. I’m your host…

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Wednesday Q&A: What Does a First Visit Really Look Like?

What Really Goes on in a First Visit? Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor, talk through what to expect when you sit down with our team. Do you have questions for Gregory? Click the ASK GREGORY below and your…

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There’s more than taxes to deal with when your spouse dies

Discussing money matters while living can avoid future grief when your spouse dies. Losing a spouse can bring more than just emotional grief. Often times, the living spouse is left to make timely financial decisions. Learn why discussing important financial matters with your spouse while living can help you avoid future grief in this article…

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