Tag Archives for " retirement planning "

Financial Mailbag: Annuities, Mortgage Debt, and Spousal Roth IRAs

Podcasts Retirement Planning Social Security Planning

As we close out the year, we wanted to take the chance to answer a bunch of financial questions that we’ve received.

Social Security Shakeup: What Changes Could Be Coming Down The Line?

Podcasts Retirement Planning Social Security Planning

Social Security is the backbone of retirement for millions of Americans, but big changes could be coming pretty soon.

For Couples, Retirement Planning Is A Team Sport

Podcasts Retirement Planning Social Security Planning

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 Key Questions to Answer in Retirement Planning

Podcasts Retirement Planning Social Security Planning

In this video, Ryan Cravitz will tackle some of the most fundamental yet challenging questions about retirement planning.

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

Videos

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 […]

Can They Retire On $500k? {Case Study – 65 & 67}

Videos

In this video I am sharing a sample case which is based on a couple that I have been working with recently. He is 65 and she is 67, and they have $500,000 saved in their retirement accounts. They would like to retire now. We’ll take a look at their current situation and the strength of […]

5 Things People Get Wrong About Social Security When Planning for Retirement

Podcasts Retirement Planning Social Security Planning

Today we’re going to give you three compelling reasons why you should consider retiring now or as soon as possible.

Understanding the Rule of 55 {Retire Early}

Videos

In this video I’m sharing what you need to know about the rule of 55. If you are planning to retire early or if you leave your job prior to age 59.5 you might be able to access the funds in your 401(k) without having to pay the 10% penalty.I will go over the rules […]

3 Reasons To Retire Now (Or As Soon As Possible)

Podcasts Retirement Planning

Today we’re going to give you three compelling reasons why you should consider retiring now or as soon as possible.

Why Delay Social Security Benefits?

Podcasts Retirement Planning

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.

1 2 3 … 6 Next »

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, 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.