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Tag Archives for " financial planning "

Should You Pay For Long-Term Care With Your IRA? {Tax Impact}

In this video we look at an example of what the tax impact could be if someone were to withdraw a substantial amount of money from an IRA to pay for long term care.  Many people, if not most people, that have done a great job of saving for retirement have most of their money saved […]

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Why Delay Social Security Benefits?

Join us as we explore five compelling reasons why you might want to consider postponing your Social Security claims, from maximizing survivor benefits to enhancing long-term financial stability.

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How Much Can I Spend in Retirement?

As you approach retirement, one of the most pressing questions is how much you can withdraw from your savings without running out of money.

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5 Signs Your Advisor is Doing Real Financial Planning

5 Signs Your Advisor is Doing Real Financial Planning

Is your financial advisor truly planning for your future, or just coasting?In this video, Ryan and Erin lay out the five signs that your advisor is delivering genuine financial planning, not just quick fixes.A truly committed advisor will: Help you define your goals and objectivesGather details on ALIE (Assets, Liabilities, Income, and Expenses)Help optimize your Social […]

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Counterintuitive Advice: Why You Should NOT Invest In A 401k) 

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it’s important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect some reasons why someone should NOT invest in a 401(k).

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Getting to Know Ryan Cravitz & the Podcast

We’re kicking off the podcast with a little introduction to our show and host, Ryan Cravitz. Before we dive into the financial planning conversations we’ll have on future episodes, we wanted to lay the foundation for what’s to come on the show by giving you a little background on our business and how Cravitz Financial began.

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CONTACT

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

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, if any exist. 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.

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