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…

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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…

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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…

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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…

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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  

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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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