WHEN DOES IT MAKE SENSE TO ROLL OVER YOUR 401(K) TO AN IRA?
Should you create a single retirement account by rolling over a 401(k) to an IRA? Here are some scenarios where this option might be a good idea.
By Grey Ledge Advisors
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Investment Strategies Blog
IMPROVE YOUR COMPANY’S RETIREMENT PLAN WITH SECURE ACT 2.0
SECURE Act 2.0 is making several changes to retirement planning that make it easier and more cost-effective for companies…
By Grey Ledge Advisors
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NEW JOB, NEW INVESTMENTS: ROLLING OVER YOUR 401(K)
Rolling over your 401(k) will help you manage your retirement savings more easily and allow you to make more informed decisions about your financial future.
By Grey Ledge Advisors
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HOW MUCH YOU INVEST MAY AFFECT YOUR STRATEGY
The misconception that you need a large amount of money to begin investing is fading. However, the amount you invest can still influence your strategy and goals.
By Grey Ledge Advisors
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FOUR STEPS TO UPDATE YOUR INVESTMENT BUDGET
By researching your current budget, you’ll be able to determine how much of your money you can comfortably contribute toward your investment goals.
By Grey Ledge Advisors
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WARM HEARTS, WARM HOMES
In honor of our clients, and in place of greeting cards and other branding items, Grey Ledge Advisors is donating to the highly respected and impactful Operation Fuel of Connecticut.
By Grey Ledge Advisors
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WHY THANKSGIVING IS A GREAT TIME TO DISCUSS ESTATE PLANNING
Many people include financial matters on the list of off-limits topics during the holiday, but having the family together presents a perfect opportunity…
By Grey Ledge Advisors
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INVESTING FOR EACH STAGE OF YOUR RETIREMENT
All retirees typically go through a few stages of retirement, whether it’s over a period of a decade or just a few years. Here’s a look at what you’re likely to experience…
By Grey Ledge Advisors
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LOCKING IN ATTRACTIVE LOW-RISK RATES
With the Federal Reserve recently raising the target Fed Funds rate to the 5.25% to 5.5% range, now remains a great opportunity—the best in a long time—for retirees to lock in attractive low-risk returns…
By Grey Ledge Advisors
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4 TIPS ON AVOIDING FINANCIAL REGRETS IN RETIREMENT
Many older adults have high levels of regret about their finances, according to responses to a 2020 survey of Americans over age 50 conducted by…
By Grey Ledge Advisors
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GREY LEDGE ADVISORS 2023 MID-YEAR REVIEW
“Now is always the hardest time to invest, especially when the market is exhibiting schizophrenic behavior.” This statement could apply to virtually any period in the last three-and-a-half years…
By Grey Ledge Advisors
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ENTREPRENEUR STRENGTHS, INVESTING WEAKNESSES
Successful entrepreneurs are unique individuals with an affinity for risk-taking behavior that assists them in building their wealth. However, some of these very…
By Grey Ledge Advisors
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