Cravitz financial Archives - Cravitz Financial & Insurance Solutions https://cravitzfinancial.com/tag/cravitz-financial/ Retirement Planning in Orange, California Wed, 07 Oct 2026 23:38:12 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://cravitzfinancial.com/wp-content/uploads/2025/09/cropped-Cravitz-Logo-32x32.png Cravitz financial Archives - Cravitz Financial & Insurance Solutions https://cravitzfinancial.com/tag/cravitz-financial/ 32 32 How This Couple Retired Early with $600k in Retirement Savings https://cravitzfinancial.com/how-this-couple-retired-early-with-600k-in-retirement-savings/ Mon, 30 Jun 2025 17:28:34 +0000 https://cravitzfinancial.com/?p=3963 Is $600,000 enough to retire?For some people, yes.The amount you need to retire is not determined by a single number. It depends on how much you spend, what you receive from Social Security or other income sources, whether you have debt, how your savings are invested, and how long the money may need to last.In […]

The post How This Couple Retired Early with $600k in Retirement Savings appeared first on Cravitz Financial & Insurance Solutions.

]]> Are You Tax Ready For Retirement? https://cravitzfinancial.com/are-you-tax-ready-for-retirement/ Thu, 10 Apr 2025 19:17:53 +0000 https://cravitzfinancial.com/?p=3930 Taxes don’t disappear in retirement. In fact, understanding tax implications can be even more important when you're retired.In this video, we talk through 4 tax questions you should ask your financial advisor before retiring, including:How will my tax situation change once I retire?Are there strategies to reduce my tax liability in retirement?Should I consider a […]

The post Are You Tax Ready For Retirement? appeared first on Cravitz Financial & Insurance Solutions.

]]> What is a Good Monthly Retirement Income For You in Retirement? https://cravitzfinancial.com/what-is-a-good-monthly-retirement-income-for-you-in-retirement/ Thu, 09 Jan 2025 18:16:22 +0000 https://cravitzfinancial.com/?p=3907 According to the Bureau of Labor Statistics, the average annual expenses for people 65 plus in 2021 was about $52,141.00, which works out to about $4,345 a month.But as we talk about here, no two people are alike, so figuring out how much money YOU will need depends on your lifestyle and your unique retirement […]

The post What is a Good Monthly Retirement Income For You in Retirement? appeared first on Cravitz Financial & Insurance Solutions.

]]> 4 Reasons Why Your Taxes Might Be Higher In Retirement https://cravitzfinancial.com/4-reasons-why-your-taxes-might-be-higher-in-retirement/ Thu, 26 Dec 2024 18:43:15 +0000 https://cravitzfinancial.com/?p=3902 Many people worry that taxes will increase once they retire, but will that actually be the case? In this video, we break down 4 key reasons why your taxes might go up in retirement, and a few thoughts on how you can plan to manage it. Key Takeaways:**Successful Saving: Large withdrawals from pre-tax retirement accounts […]

The post 4 Reasons Why Your Taxes Might Be Higher In Retirement appeared first on Cravitz Financial & Insurance Solutions.

]]> Financial Mailbag: Annuities, Mortgage Debt, and Spousal Roth IRAs https://cravitzfinancial.com/financial-mailbag-annuities-mortgage-debt-and-spousal-roth-iras/ Thu, 05 Dec 2024 08:30:00 +0000 https://cravitzfinancial.com/?p=3874 As we close out the year, we wanted to take the chance to answer a bunch of financial questions that we’ve received.

The post Financial Mailbag: Annuities, Mortgage Debt, and Spousal Roth IRAs appeared first on Cravitz Financial & Insurance Solutions.

]]> Social Security Shakeup: What Changes Could Be Coming Down The Line? https://cravitzfinancial.com/social-security-shakeup-what-changes-could-be-coming-down-the-line/ Thu, 07 Nov 2024 08:00:00 +0000 https://cravitzfinancial.com/?p=3866 Social Security is the backbone of retirement for millions of Americans, but big changes could be coming pretty soon.

The post Social Security Shakeup: What Changes Could Be Coming Down The Line? appeared first on Cravitz Financial & Insurance Solutions.

]]> For Couples, Retirement Planning Is A Team Sport https://cravitzfinancial.com/for-couples-retirement-planning-is-a-team-sport/ Thu, 03 Oct 2024 08:00:00 +0000 https://cravitzfinancial.com/?p=3852 Are you and your spouse on the same page when it comes to what you want in your retirement? If not, it’s time to talk.

The post For Couples, Retirement Planning Is A Team Sport appeared first on Cravitz Financial & Insurance Solutions.

]]> The Key Questions to Answer in Retirement Planning https://cravitzfinancial.com/the-key-questions-to-answer-in-retirement-planning/ Thu, 05 Sep 2024 08:00:00 +0000 https://cravitzfinancial.com/?p=3853 In this video, Ryan Cravitz will tackle some of the most fundamental yet challenging questions about retirement planning.

The post The Key Questions to Answer in Retirement Planning appeared first on Cravitz Financial & Insurance Solutions.

]]>