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Financial Planning

What you need to know about next year’s $600 reporting rule from the IRS

March 8, 2023

The Internal Revenue Service has postponed the implementation of the new $600 rule to avoid confusion. In the near future, tax forms may be sent if you are eligible.  …

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The Last-Minute Retirement Plan Moves That Can Cut Your Tax Bill

March 3, 2023

Whether you’re looking for tax-deductible ways to pad your cash flow or ways to reduce your taxable income before tax day, here are some last-minute steps you can take to…

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Here’s how to buy Treasury bills as some yields reach 5%, according to financial experts

March 2, 2023

If Treasury bills, or T-bills, have been on your radar for investment, experts say now may be  a good time to buy. Interest rates have ticked up as of late,…

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‘Bond ladders are cool again,’ says advisor. Here’s how to capture higher Treasury bill yields

February 27, 2023

According to experts, if you’re eager to capture higher yields amid rising interest rates, you may consider a Treasury bill ladder, depending on your goals.   Enjoy this complimentary download:…

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Smaller tax refunds, inflation are a ‘double whammy’ for families, says advisor

February 21, 2023

Typically, you can expect a federal refund if you’ve overpaid yearly taxes or withheld more than what you owe. One of the big reasons for smaller payments this year is…

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Here’s who can claim the home office deduction on this year’s taxes

February 20, 2023

If you worked at home in 2022, you may be wondering if you qualify for the home office deduction, which offers a tax break for part of your home expenses.…

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A Spouse’s Death Is Difficult On Its Own. How to Handle Claiming Social Security.

February 17, 2023

When a spouse dies, you’re faced with unexpected expenses, and you may find your personal finances in disarray. You likely are coping with the loss of a loved one, as…

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Here are 5 things to know about filing a tax return this year

February 16, 2023

Whether you’re feeling confused, stressed or frustrated, the IRS is here to help with its handy guide. Here’s some things to know before filing your tax return in the upcoming…

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Owning real estate for passive income is one of the most common myths in investing — but here are 3 realistic ways to make it work

February 14, 2023

If you want to build a legit passive income stream, you need to be aware of these 3 ways real estate can be a game-changer.   Enjoy this complimentary download:…

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US pension funds are on the brink of implosion – and Wall Street is ignoring

February 13, 2023

In the past few years alone, hundreds of US pension funds have poured billions of workers’ savings into so-called private equity funds, despite growing concerns that the industry is inflating…

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Phone: (504) 832-9200
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Metairie, LA 70002
(504) 832-9200
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Mandeville, LA 70448
(985) 200-3110
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8930 Lorraine Road
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Gulfport, MS 39503
(228) 207-0007
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10235 Jefferson Hwy,
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Baton Rouge, LA 70809
(225) 522-4282
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Gregory Ricks & Associates is an independent financial advisory firm that specializes in creating custom financial plans to best suit you in retirement. Gregory Ricks & Associates is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security,  or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Gregory Ricks & Associates is stated or implied.

Gregory Ricks & Associates has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. AEWM, Gregory Ricks & Associates, WJ Blanchard Law, LLC, J Heath & Co. and Mortgage Gumbo are not affiliated companies.

The firm is not affiliated with the US government or any governmental agency.

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