More Wisdom, Less Worry
Written by Dre Griggs
You’re Already Going to Give. Let’s Make It Tax-Free Here’s one of my favorite strategies, because it requires almost no change to what you’re already doing. If you’re a retiree over 70½ who donates regularly to a church, mosque, synagogue, food bank, or any qualified nonprofit. The Qualified Charitable Distribution (QCD) could eliminate the taxes […]
Written by Dre Griggs
The Number That Should Wake Every Pre-Retiree Up The average American pays approximately $250,000 in unnecessary taxes over the course of their retirement. Not because they did anything wrong. Not because they broke any rules. Simply because they never had a tax plan , and Uncle Sam was more than happy to fill in the […]
Written by Dre Griggs
Robert and Sandra Seemed to Have It All Figured Out Robert was done. After 30 years in a high-stress career, he hit 62 and decided it was time to stop. His wife Sandra, on the other hand, genuinely loved her work… the relationships, the routine, the sense of purpose. She planned to keep going. So […]
Written by Dre Griggs
What would a real retirement master plan look like if you were starting from zero? That’s a question I was asked recently: “Dre, if I went from $0 to a retirement master plan, what would that look like?” And I thought, that’s a great question. Because a lot of people think retirement planning starts with […]
Written by Dre Griggs
Retirement planning can feel like trying to solve a puzzle with a million pieces. You hear about 401(k)s, IRAs, Roth conversions, asset allocation, withdrawal rates… and before long your head is spinning. Add in spreadsheets, projections, and scary market headlines, and it’s easy to feel overwhelmed. For a lot of people, that overwhelm leads to […]
Written by Dre Griggs
Almost everything we’ve been told about saving for retirement is just plain wrong. That old 4% rule everyone loves to quote? It’s not useless, but it comes from a very different economic era. If you follow it blindly today, you could be setting yourself up for disappointment. Or worse, running out of money. And relying […]
Written by Dre Griggs
It’s December… and you think you’re done It’s December. If you’re a high-income earner, you’re probably thinking your tax strategy for the year is set. You maxed out the 401(k). You made the estimated payments. What else is there to do? But what if I told you there’s more you could be doing? This year, […]
Written by Dre Griggs
You are not behind. You are human. Your brain is wired to choose the present over the future. In my new article, I explain why we delay saving and four steps you can use to finally build momentum.
If you want clarity and confidence, click and take a look.
#retirementplanning #behavioralfinance #savinghabits
Written by Dre Griggs
Meet Sarah. She believes real wealth is built with brick and mortar, one rental property at a time. She is the kind of person who trusts what she can see and touch. She is building an empire from the ground up, collecting rental checks and watching her property values climb. And then you have Tom. […]
Written by Dre Griggs
Imagine This… I want you to imagine this. You’ve been working for 30 or 40 years. You built a great life. Everything is on track. You’ve retired. Life is good. And then one day, we’re gone. But instead of leaving peace, we leave a nightmare. Our family has to walk into a courtroom. A stranger […]
