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Retirement Planning
Are You Ready for Retirement? 5 Things You Should Think About First
According to Kiplinger, if you’re nearing retirement, you should consider these five important factors first. Enjoy this complimentary download: By submitting your contact information, you consent to be contacted…
Read MoreWednesday 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…
Read More5 Unexpected Insights from Your Tax Return
The tax deadline is behind us, but don’t put your return away just yet. This Kiplinger article gives five common areas to consider when reviewing your financial situation. Enjoy…
Read MoreOver 20% of 401(k) plan funds are lost or forgotten—here’s how to reclaim yours
If you’re not at your old job, your old 401(k) shouldn’t be either. Learn how to find your old 401(k) in this article by CNBC. Enjoy this complimentary download:…
Read MoreWednesday Q&A: Should I Continue to Contribute to My Retirement Plan in a Down Market?
Should I Continue to Contribute to My Retirement Plan in a Down Market? Enjoy this clip from Winning at Life where Gregory answers Karen’s questions concerning if she should continue…
Read MoreRoth IRA conversion: 7 things to know
Roth IRAs have benefits like tax-free growth potential and tax-free withdrawals in retirement, but is a Roth IRA right for you? Fidelity lists 7 things you should know if you’re…
Read MoreRetirement Income Shouldn’t Depend on the Market; It Should Depend on Math
Market downturns are inevitable, but there are ways to protect yourself. In this article, Kiplinger says that your income shouldn’t depend on the ups and downs of the market; it…
Read MoreWednesday Q&A: When is the Proper Time to Retire?
When is the Proper Time to Retire? Are you concerned about what time you NEED to retire? Have no more worries because in this video Gregory explains his thought process…
Read MoreBackdoor Roth IRA? Avoid These 5 Mistakes
If an investor earns too much to directly contribute to a Roth IRA, there is an opportunity to open a traditional IRA and then convert it to a Roth IRA.…
Read MorePODCAST 80: How Will Rising Interest Rate Affect Investors?
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. …
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