Gratton & Kerr Financial Group @BryanGratton
Disclosure: https://t.co/M1CRr86ShK grattonkerrfinancialgroup.com Mars, PA Joined December 2016-
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Workers often focus solely on their retirement savings balance. But figuring out how you want to spend the rest of your life could be job No. 1. tinybfs.com/t/erlxBB
Roth vs. Traditional is a tax‑timing decision: pay tax now or later. tinybfs.com/t/gedo0z
There's a common misconception that when you retire, you should stop investing in stocks; but it's more complex than that. tinybfs.com/t/h6Ogsf
You've taken care of your own retirement and then some. Now, what about your kids? tinybfs.com/t/1eJ0Ti
For young home buyers navigating a pricey housing market, the Bank of Mom and Dad is open for business. tinybfs.com/t/1a8eg3
Retirement healthcare costs are up 7.5% from last year, the sharpest rise in more than a decade tinybfs.com/t/MI99Cd
Costco puts money in workers' retirement accounts whether they contribute or not. Some companies go even further. tinybfs.com/t/zbblru
Something saved is still better than nothing saved, and a late start is better than no start at all. tinybfs.com/t/uQUkRG
Your expenses in retirement evolve and change from your working life and not accounting for this is usually the most overlooked part of retirement. tinybfs.com/t/X7NOxH
Many Americans dream of an early retirement, but for some, it's an unhappy circumstance forced on them, and the reasons are usually beyond their control. Here's what to know. tinybfs.com/t/peVXdO
After saving for decades, you might find yourself spending modestly in retirement—so modestly, in fact, that you'll end up having enough funds to leave money to your heirs. Starting early and maximizing tax-advantaged accounts are k tinybfs.com/t/3jFaAl
After-tax Roth accounts got the bulk of IRA contributions in 2026’s first quarter, while Roth conversions rose 41%, a new analysis shows. tinybfs.com/t/CA79qZ
Older generations are more likely to stay hush-hush about their finances compared with younger ones. tinybfs.com/t/skM3to
Costs for Medigap coverage to supplement Medicare are rising rapidly. Here's what to know to prepare. tinybfs.com/t/NbKZQa
Understanding how much cash to hold during your retirement can be a delicate balance. tinybfs.com/t/NgtCyF
About one in five Americans age 65+ are still working, showing retirement often includes some continued employment. Many older workers shift to part-time roles, with a much higher share working reduced hours than those ages 55 to 64 tinybfs.com/t/pMoJN9
A typical American couple needs about $1.16 million saved to retire comfortably—less per person than what a single retiree needs. The average retired couple spends about $84,000 a year, with Social Security covering less than $38,00 tinybfs.com/t/L7eGgo
Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation. tinybfs.com/t/3N2O7t
The great wealth transfer is taking place, but it's not landing in the pockets of the supposed heirs. tinybfs.com/t/sAA69T
Congress continues to pile Stealth Taxes on taxpayers. Retirees and near-retirees are the taxpayers snared most often by the Stealth Taxes. tinybfs.com/t/MRogy1
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