Tag Archives for " social security "

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.

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.

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.

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.

Don’t Make These Income Planning Mistakes

Podcasts

In today’s episode, we’ll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that’s built to last decades, not just years. Tune in to ensure your retirement strategy is fool-proof against common pitfalls and ready to secure your financial future.

Retire at 65 And Take Social Security Or Delay? {Case Study – Age 64}

Videos

Deciding when to collect Social Security benefits is more complex if you have other assets or sources of income available to you in retirement. If you have money saved in retirement accounts or have other savings and investments, then even though you retire it doesn’t necessarily mean that you should start your Social Security benefits […]

What’s New with Social Security in 2024?

Podcasts

Whether you’re nearing retirement, already retired, or just planning ahead, it’s crucial to stay informed about Social Security and any changes that happen each year. Today we’re going to share some key things that you need to know and bring you up to speed on some updates that need to be aware of. Ryan will also tell you how this might impact you and the planning you’ll do this year.

When Should You Take Your Social Security Retirement Benefits?

Videos

When should you begin collection your Social Security retirement benefits? You can take it at anytime between age 62 and 70. What’s the right choice for you? In this video we’ll discuss some of the important things to think about when making this decision.Some of the factors you’ll want to consider include:If you are still […]

Important Retirement Updates & Changes for 2024

Podcasts

As we close in on the end of the year, we want to finish up by answering questions that people have asked us recently. We’ll cover key financial planning topics like retirement withdrawal rates, investing in CDs, advisor fees, Social Security and more.

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Ryan@CravitzFinancial.com

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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 Administration or any other government agency.