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Financial Planning
‘High volatility’ includes ‘sharp’ up days, too. Here’s why it’s smart to stay invested in the market
With the market blinking red more often than green, it’s easy to interpret that as a warning sign but according to this CNBC article, it may be just the opposite.…
Read MoreWhat are the tax implications of a Roth conversion if I receive Social Security?
Converting to a Roth IRA is a taxable event, but what happens if one wants to convert their IRA while also receiving Social Security? In this article, MarketWatch explains a…
Read More5 Tax Strategies For Retirement That Might Surprise You
Saving for retirement is more than just putting extra money under the mattress. TravelAwaits showcases different tax-efficient strategies one may use when creating a retirement plan. Enjoy this…
Read MoreWednesday Q&A: How Much Do Lottery Winners ACTUALLY Take Home?
How Much Do Lottery Winners ACTUALLY Take Home? With the recent $1.2 BILLION WIN in Illinois, Gregory and Jude discuss the tax ramifications of winning the lottery and some best…
Read MoreWednesday Q&A: How Do We Know the Market WILL Bounce Back?
How Do We Know the Market WILL Bounce Back? With all this market volatility, how do we know the market will rebound? In this video, Gregory discusses how he utilizes…
Read More5 Tips on How to Budget for Inflation from Wealth Advisor Gregory Ricks
Inflation has put a strain on many people’s budgets. Wealth Advisor Gregory Ricks spoke with WWL about some money-saving strategies to help bounce back when your wallet is stretched thin.…
Read MoreWednesday Q&A: Should You Ever STOP Contributing to Your 401k?
Should You Ever STOP Contributing to Your 401k? Answering a question from the Winning at Life Hotline, Gregory discusses some strategies that may help your 401k account in a fluctuating…
Read MoreOnly some of today’s inflation is expected to stick around. Here are 5 key categories where prices are likely to stay higher for longer
High prices at the gas pump and grocery store won’t stick around forever, but Fortune says there are 5 key categories in which prices may stay higher for longer. …
Read MoreWednesday Q&A: When ONE Spouse Passes Does the Survivor Receive BOTH Social Security Benefits?
When ONE Spouse Passes Does the Survivor Receive BOTH Social Security Benefits? Answering a question from the Winning at Life Hotline, Gregory discusses social security survivor benefits and whether or…
Read MoreOn Bobby Bonilla Day, Here Are Other Retired Baseball Players Who Receive Huge Deferred Payments Annually
This day marks the annual date former New York Mets player receives $1.2 million from the team even though he’s been retired since 2001. Enjoy this complimentary download: By…
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