Uncategorized – Cravitz Financial & Insurance Solutions

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Reason to Buy Life Insurance {To “Replace” a Social Security Check}

Video Transcript: Hey, what’s going on everybody? It’s Ryan here. So we’re going to talk a little bit about life insurance and how life insurance can come in handy in order to replace a social security check. It’s interesting because a lot of times, when I talk to people, most people think about life insurance as […]

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Risks in Retirement – Why the Average Rate of Return May Not Matter

Video Transcript: Hey, what’s going on, everybody. It’s Ryan here. Okay. So I got a question for you. Is it possible that earning a 4% average rate of return could actually be better than earning a 5% average rate of return? Or let me take it one step further. Is it possible that earning a 3% average […]

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An Example of When a Roth Conversion Makes Sense – Case Study

Video Transcript:How’s it going, everybody? It’s Ryan here. Okay, so when I’m constructing a retirement income plan, there’s several different pieces to the puzzle, and all of them need to be addressed in order to make sure the plan is set up to work as efficiently as it can possibly work. Now, one piece of […]

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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. 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.

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