Seniors Should Pick a Financial Ally Before Cognitive Decline Hits. Here’s How.

Seniors often wait too long to simplify their finances and communicate their financial goals. In this article by MarketWatch, statistics illustrate why seniors should have a power-of-attorney in place before it’s too late.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments…

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Wednesday Q&A: How Can I Raise My Social Security Benefits?

How Can I Raise My Social Security Benefits? Are you worried about the amount of your Social Security benefit? In this clip, Gregory proposes three ideas that you may be able to implement to help get you a higher social security check! Do you have questions for Gregory? Click the ASK GREGORY below and your…

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4 Financial Worries to Cross Off Your List

When big events happen like the passing of a parent or spouse, you’re often left with grief and a new list of worries. Morningstar gives four common financial worries that you should cross off the list.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies…

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I Love Roth IRAs and Roth Conversions!

Kiplinger refers to Roth IRAs as “a gift from the government.” But many people don’t utilize this gift. This article discusses why now is the time to do just that.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.…

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When to Take Social Security: The Complete Guide

Should you file Social Security or should you wait? Investopedia gives a complete guide on when to take Social Security.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.investopedia.com/retirement/when-take-social-security-complete-guide/ Investing involves risk, including the potential loss…

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Make These 6 Savvy Retirement Moves and You’ll Be Cooking with Gas

Retirement planning can be much more exciting when you have a financial plan in place to get you to your goals. Here are a few tips by Motley Fools that may help you reach your financial goals.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income…

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3 Reasons You Won’t Regret Saving in a Roth IRA

Roth IRAs have low annual contribution limits and income limitations, but you shouldn’t overlook them. Motley Fool gives three reasons you should consider opening one.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.fool.com/investing/2022/04/14/3-reasons-you-wont-regret-saving-in-a-roth-ira/ Please remember that…

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Odds are, you’re better off buying an index fund. Here’s why

Mutual and exchange-traded funds are generally actively managed or passively managed. If your investments were actively managed in 2021, your returns may not have been up to par. According to this CNBC article, index funds are more likely to replicate their holdings and returns.   Enjoy this complimentary download: By submitting your contact information, you…

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Where to start if you want your kids to grow up financially savvy

Starting with a strong financial foundation at a young age can pay off. According to CNBC, if you want to raise financially savvy kids, stop the lectures and start with an allowance.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and…

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