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Winning at Life: John from West Point, MS – How Do I Use My TSP?
See how Gregory guides a caller through the process of what to do with his TSP (Thrift Savings Plan). John from West Point, Mississippi calls in on Winning At Life to get a second opinion from Gregory Ricks on how to best use the options in the TSP.
Read MoreWinning at Life: Gordon in Houma – Am I Ready to Retire?
Gordon calls in from Houma, Louisiana to get Gregory’s opinion on whether or not he’s ready to retire. Hear Gregory walk through some questions to see if Gordon is on the right path.
Read MoreWinning at Life: Steve in Van Cleave asks about a reverse mortgage
Steve asks Gregory Ricks and Dwayne Stein about how the math on a reverse mortgage sounds like a rip off. Is it useful in the right circumstance? Steve calls in from Van Cleave, Mississippi to discuss his situation on Winning at Life.
Read MoreThe Ricks Report – February 12, 2018
The Ricks Report February 12, 2018 NUMBERS OF $IGNIFICANCE $ YOU DO THE MATH – The 4.1% unemployment rate for January 2018 that was reported by the government on 2/02/18 is based upon a survey of just 60,000 households that was completed during the week of 1/08/18. The employment status of the individuals in…
Read MoreThe Ricks Report – February 5, 2018
The Ricks Report February 5, 2018 NUMBERS OF $IGNIFICANCE $ REQUIRED MINIMUM DISTRIBUTIONS – If you turned age 70 ½ sometime in 2017, then you must begin taking annual withdrawals from your IRA accounts no later than 4/01/18. If you delay your 1st withdrawal until 4/01/18, you must also take a 2nd distribution by…
Read MoreHoward in Metairie: Advantages of using a Trust to Pass Along your Assets?
Our Estate Planning Attorney Wesley Blanchard helps Howard from Metairie understand the advantages of using a Trust to pass along his assets.
Read MoreWinning at Life: Bar Tab Metaphor for Trump Tax Reforms
Gregory Ricks and James Parker review a metaphor about splitting up a bar tab that tries to illustrate the similar nature of President Trump’s tax reform. White House Press Secretary Sarah Huckabee Sanders tells the parable to the media at a press conference, so how accurate is the comparison?
Read MoreHow to Take Advantage of Tax Reform Before Year's End
by: Jude Heath CPA 6 tax savings ideas to consider before year’s end 1. Pay your 2018 property taxes early If your state and local taxes will be greater than $10,000, pay the excess by December 31st, leaving $10,000 to deduct in 2018. 2. Make an extra mortgage payment Make your January mortgage payment in…
Read MoreWinning at Life: How $846k Got Lost in the Mail
Gregory Ricks tells the story of an upset heir who’s inheritance got lost in the mail. He also has some insight on how this mistake could have been avoided, and what you can learn from this story on how to handle the transfer of large assets.
Read MoreCraig in Biloxi: How Will My Government Pension Affect My Social Security?
Craig calls in from Biloxi to ask Gregory Ricks about how his government pension affects his social security.
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