Retirement
Wednesday Q&A What happens to your SSI benefits when you reach Social Security age?
What happens to your SSI benefits when you reach Social Security age? Gregory explains the Supplemental Security Income (SSI) program and how it can affect Social Security benefits. Who qualifies and what happens if you are denied benefits? Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured…
Read More6 retirement-planning mistakes to avoid when you are in your 60s
Once you hit your 60s, it’s time to figure out when you want to retire — and whether or not you can make it happen. By the age of 67, which is when people born in 1960 or later can fully retire on Social Security, you should have 10 times your final salary saved, according to…
Read MoreAn Investing Road Map for Retirees
For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more. Even retirees who are seasoned investors will tell you that transitioning from accumulating to spending from their portfolios is a challenge. The “right” withdrawal strategy seems to be a moving target. Devising an asset-allocation plan that balances safety and…
Read MoreStudies Confirm That Half Of Americans Struggle With Retirement
We’ve been in a retirement crisis for a long time. Way back in 1992, an Atlanta Journal-Constitution article warned that “[w]ith savings rates down, the future of Social Security in question and traditional plans going the way of the eight-track tape, experts say there’s a retirement crisis looming in America.” A non-stop drumbeat of articles…
Read MoreWednesday Q&A I don’t think I want to be in my current industry anymore. Should I look for a new career later in life?
I don’t think I want to be in my current industry anymore. Should I look for a new career later in life? Gregory thinks it’s better to shift in this day and age than it was years ago, especially in the current economy. Listen to the podcast below to discover if this is the right…
Read More3 signs you won’t be ready to retire in 30 years, according to a financial planner
Financial planner Jovan Johnson. Courtesy of Jovan Johnson Even if you have 30 or more years before retirement, it’s possible that there are already some signs you won’t be ready. If you haven’t started using your employer’s 401(k), or are still making the same contribution you started making several years ago, you might need to make…
Read MoreWednesday Q&A How do I help my kid without ruining my retirement?
I am paying for my adult child’s rent. How do I help my kid without ruining my retirement? Gregory answers this question during an episode of the Ask Gregory podcast. Click to listen below! Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re…
Read MorePODCAST27: Is Student Loan Debt Delaying Your Retirement?
Check out our complimentary download, Will You Have Enough Money in Retirement below. If you have any questions please give us a call at 504-832-9200
Read MorePODCAST26: What is the Windfall Elimination Provision?
Check out our complimentary download, Social Security Decisions Guide below. If you have any questions please give us a call at 504-832-9200 Link to the SSA.gov Windfall Elimination Provision pdf: https://www.ssa.gov/pubs/EN-05-10045.pdf
Read MoreWednesday Q&A How can I reduce Medicare Premiums?
How can I reduce Medicare Premiums? Gregory answers this question during an episode of Winning at Life. Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have questions about this week’s content, or need help with your financial plan? We’re here to…
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