Tag Archives for " social security "

Does Working Longer Increase Social Security Benefits?

Videos

Will continuing to work help increase your Social Security benefits? On your Social Security statement it shows how much you would receive if you file for benefits at various ages assuming that you continue to work. However, what if you stop working now, and don’t plan to take your benefits for a few more years? […]

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

Videos

In this video we will walk through a sample case study of a couple that were approaching retirement. The husband is 62 and the wife is 61. We will first look at what the chances would be of them running out of money in retirement if they were to retire now. Then we will take a […]

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

Videos

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 […]

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.

Social Security, Annuities, and Life Insurance – Mailbag Edition

Podcasts

On today’s show, we’re going to open up the mailbag and find out what questions you have for Ryan. Over the course of this episode, we’ll tackle annuities, life insurance policies, Social Security strategy, and whether it’s time to be more aggressive with your investments.

The Importance of Income Planning

Podcasts

On this episode of the podcast, we’re going to discuss the importance of income planning and why so many people fail to put a proper one in place. Plus, we’ll tell you about the steps we take with clients to insure they have a plan for turning everything they’ve accumulated over their career into income in retirement.

Will Social Security Be There For Me When I Retire?

Videos

Many have concerns as to whether Social Security will be there for them when they retire. Social Security certainly has it it’s financial challenges. According to the 2022 Trustees Report they are projecting that they will be able to pay promised retirement and survivor benefits until 2034. They estimate at that point the trust fund will be depleted and they would only be able to pay 77 cents on the dollar.

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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.