6 Questions You Should Ask Your Advisor Before You Retire

Videos

Before you retire, there are very specific questions you should ask your advisor. In this video we talk through those questions, which, when answered, can give you a much clearer picture as to whether you are really ready to retire.

Those questions are:

Am I financially ready to retire?
What income sources will I rely on in retirement?
How can I minimize taxes on my retirement income?
What adjustments should I make to my investment portfolio?
Do I have enough saved to account for inflation and unexpected expenses?
Do I have a plan for long term care?

And keep in mind, if your advisor can't answer these questions, it might be time for a new advisor. If you feel like you're ready to retire, but would like to talk it through with a professional, please reach out.

News You Can Use

Get actionable financial advice delivered to your inbox a few times a month.

Previous Post The One Money Move That Could Add Years to Your Nest Egg Next Post 6 Questions You Should Ask Your Advisor Before You Retire

Leave a Comment:

CONTACT

500 N. State College Ste 1100
Orange, CA. 92868
1-714-462-9155
Ryan@CravitzFinancial.com

QUICK LINKS

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.