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Tag Archives for " retirement income planning "

Social Security COLA Jumps 3.2% for 2024… but Medicare Part B Jumps 5.9%!

The 3.2% cost of living adjustment reflects another year of high inflation. However, we now know we’ll be paying almost 6% more for Medicare Part B!  That doesn’t mean you’ll see a smaller Social Security check in January, but if you’re wondering how this will affect you, in this video we will walk through these […]

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Hidden (and not so hidden) Fees, Penalties, and Taxes in Retirement

It’s not easy to determine exactly what you’ll need to live on in retirement. That calculation is made even more difficult because there can be a few surprise expenses… and some penalties that can last a lifetime!In this video, Ryan Cravitz and Erin Kennedy are breaking down some of those hidden penalties, in order of […]

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Which Withdrawal Strategy Is Right For Your Retirement?

Having a tax-efficient withdrawal strategy in retirement can save you thousands of dollars. A good strategy will minimize the total taxes paid over the course of your retirement, which will increase your wealth and the longevity of your portfolio.  In this video, we break down two very different strategies: traditional and proportional. The traditional approach has […]

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Can You Afford To Retire? Perhaps Yes Even If You Are Thinking No.

Many people can actually afford to retire that don’t think they can. Others think they need to work much longer than they actually to or need to save up a lot more money than they actually need.Life is short. Do you work at a job that you really don’t like or are burnt out and […]

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Can I Afford To Retire?

Can you afford to retire and still maintain the lifestyle that you’ve become accustomed to?  It’s unfortunate, but many people who can afford to retire don’t realize that they probably actually can. Too often it is misunderstood how taxes work in your working years vs. once you are retired. Know that different sources of income […]

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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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