retirement planning - Cravitz Financial & Insurance Solutions

Tag Archives for " retirement planning "

Retiring in 2025? 5 Money Moves to Make Before You Retire.

Retirement planning usually takes place over decades. Checking in with yourself throughout the planning process can keep you on track, but you also need to give your finances a hard look.  In this video, we lay out 5 steps you need to make before you tell the boss goodbye:  1. Decide when to claim Social Security […]

Continue reading

What is a Good Monthly Retirement Income For You in Retirement?

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 […]

Continue reading

4 Reasons Why Your Taxes Might Be Higher In Retirement

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 […]

Continue reading

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

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

Continue reading

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

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

Continue reading

For Couples, Retirement Planning Is A Team Sport

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.

Continue reading

The Key Questions to Answer in Retirement Planning

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

Continue reading

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 […]

Continue reading

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

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 […]

Continue reading

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

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

Continue reading
1 2 3 6

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. 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.

Copyright © 2025 Cravitz Financial & Insurance Solutions | 123RF.com | Privacy Policy