Tag Archives for " retirement "

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

Videos

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 […]

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

Podcasts

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

5 Signs Your Advisor is Doing Real Financial Planning

Videos

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 […]

Can This Couple Afford To Retire Now? {Early 60’s}

Videos

Can this couple afford to retire now?For a couple in their early 60s, the question is rarely just whether they have “enough” saved.The more useful question is whether their spending, Social Security, investments, taxes, and other income sources can work together well enough to support the retirement they want.In this case, the husband is 62 […]

Does It Make Sense To Convert To A Roth IRA

Videos

One of the biggest mistakes I see people make is not knowing how much they should convert to a Roth IRA, and even whether you should even do any Roth IRA conversions at all. Both not converting enough and converting too much could cause you to pay more in taxes over the course of your […]

When Can You Afford to Retire?

Videos

Often times I talk to people that don’t think they can afford to retire, but they actually can. Others think they need to work for perhaps another 5 or 6 years when they could actually retire perhaps in just a couple of years. Often I find that it’s the people that have done the best […]

Spotting Problematic Personalities of Rogue Advisors

Podcasts

Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals.

9 Big Mistakes People Make When Approaching Retirement

Podcasts

In this episode, we’ve distilled it down to what we believe are nine big mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it’s your turn to plan for retirement.

Retirement Savings Basics: What’s The Purpose Of All My Accounts?

Podcasts

Are you aware that not all retirement accounts are created equal? It’s crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we’ll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples.

Retirement Expenses For Which You Forgot To Plan

Podcasts

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable.

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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 Security Administration or any other government agency.