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Retirees: Go Ahead and Spend More in the Go-Go Years
To have a happy, successful retirement, you need to do more than maximize your return on investment, you need to maximize your return on time. We all know money is…
Read More5 Retirement Account Changes for 2022 You Should Know
Worried about retirement savings? Find out how five beneficial IRS tax adjustments for 2022 will help you save more money for retirement and create a stronger financial future. Wondering how…
Read More8 Signs You Need to Fatten Your Emergency Savings
Did you know that nearly three times as many Americans report having less in emergency savings than they did before the COVID-19 pandemic? That’s according to a new survey from…
Read MoreHow Much Emergency Savings Do Retirees Need?
While it doesn’t influence our opinions of products, we may receive compensation from partners whose offers appear here. We’re on your side, always. See our full advertiser disclosure. No…
Read MoreIs it Time to Pare Back Withdrawal Rates in Retirement?
What are the right withdrawal strategies in today’s low yield environment? The fact that many investors feel stocks are richly valued and predict lower returns ahead complicates the matter. The…
Read MorePODCAST 56: Exposing 529 Plan Loopholes
Get your complimentary guide to go with this episode: ABCs of Fixed Annuities:
Read MorePODCAST 42: Before You Buy Your Next Car
Links mentioned in episode: Kelley Blue Book : KBB.com Edmunds.com Check out our complimentary download, How do interest rates play a role in retirement income strategies below. If you have any…
Read MorePODCAST 41: Reilly’s Laws of Tax Planning
Links mentioned in episode: https://gregoryricks.com/reillys-laws-of-tax-planning/ Gregory mentions the IRS Listed Transactions: https://www.irs.gov/businesses/corporations/listed-transactions Check out our complimentary download, Tax Strategies for Retirement below. If you have any questions please give us…
Read MorePODCAST 40: Where Can I Get Help Regarding My DROP Plan?
Check out our complimentary download, Retirement Planning Checklist below. If you have any questions please give us a call at 504-832-9200
Read MorePODCAST 39: Windfall Elimination Provision Workaround Tips
Check out our complimentary download, Social Security Decisions Guide below. If you have any questions please give us a call at 504-832-9200
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