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Helping Heroes Retire

Helping Heroes Retire

Category: Investments

Personal Finances Social Security: Can You Count on It?

Posted on August 14, 2020 by Gregg Brant

One of the most common questions that I am asked is “Will Social Security be around when I want to take it?”. My answer: it has to be – to some extent. Too many people rely solely on only Social Security, and completely eliminating it would be devastating to many individuals which would cause a… READ MORE

Personal Finances Stimulus Checks: Round 2

Posted on August 4, 2020 by Gregg Brant

The news surrounding the second round of stimulus check has been swirling, but when are the checks going to be issued? That is the million-dollar question. There is always back and forth between the political parties to reach an agreement but right now the clock is ticking. The big concern currently is that there is… READ MORE

Personal Finances New Tax Relief for Required Minimum Distributions

Posted on June 24, 2020 by Gregg Brant

The CARES Act, passed earlier this year, enabled any taxpayer with a Required Minimum Distribution due in 2020 from a defined-contribution retirement plan, including a 401(k), 403(b), or an IRA, to skip those RMDs this year. Yesterday, the IRS issued Notice 2020-51, which provides tax relief to individuals who have already taken a required minimum… READ MORE

Personal Finances Calculating the Madness of the Market

Posted on June 23, 2020 by Gregg Brant

“Back in the spring of 1720, Sir Isaac Newton owned shares in the South Sea Company, the hottest stock in England. Sensing that the market was getting out of hand, the great physicist muttered that he ‘could calculate the motions of the heavenly bodies, but not the madness of the people.’ Newton dumped his South… READ MORE

Personal Finances How You Do Anything Is How You Do Everything

Posted on June 2, 2020 by Gregg Brant

I first heard this quote on a hot summer day at football practice in my youth. My coach yelled this at us as we attempted to finish a conditioning activity known as “four corners” in the peak of the Florida summer heat. “Four corners” is a drill where you move around cones in the shape… READ MORE

Personal Finances What is “Real” Financial Planning?

Posted on May 13, 2020 by Gregg Brant

Have you ever walked into a meeting and felt like you were being sold something? Unfortunately, this has happened to almost everybody. In the financial services industry, there are a lot of salespeople that call themselves financial planners. So, how do you know if you are meeting with a salesperson or a financial planner? This… READ MORE

Personal Finances Sometimes the Lazy Investor Wins the Race

Posted on April 21, 2020 by Gregg Brant

The most common misconception in the world of finance is that you must be highly intelligent and highly active to produce reasonable investment returns. But the reality is that often the most successful investors over time are the laziest. Do not get me wrong here, you cannot be so lazy that you neglect your personal… READ MORE

Personal Finances COVID 19- What To Do: Near Retirement

Posted on March 31, 2020 by Gregg Brant

A few months ago, you were counting down the months until you could collect your pension, leave the DROP program, and enter the next phase of life. Now, you’re checking your deferred comp balance and wondering how you’re going to be able to retire when you planned on with everything that is going on with… READ MORE

PUBLISHED IN   Florida Cops Magazine
Personal Finances The “SECURE” Act: Maybe Not So SECURE?

Posted on February 3, 2020 by Gregg Brant

For decades, people have been falling behind with retirement savings. According to the U.S. Bureau of Labor Statistics in 2018, only 55% of the adult population was participating in a workplace retirement plan. A recent study from Vanguard published in 2019 show that the average person 65 years old or older has just $58,035 in… READ MORE

Personal Finances Social Security Estimator

Posted on January 29, 2020 by Gregg Brant

Most of us have paid A LOT of money into Social Security over the years. Have you ever wondered how much you’ll get back from it? If you’re not sure, check out this Quick Calculator published on ssa.gov Here’s the link: https://www.ssa.gov/OACT/quickcalc/