Financial Questions That We’ve Been Asked Recently

We work through all types of scenarios with clients each day and find tools that will help them reach their financial goals. To help you get a better idea of how we work through these different scenarios, we are going to run through a list of questions that we’ve been asked recently.  

Each of these topics cover common financial scenarios that you have probably dealt with already or might come across in the future. We’ll explain our process for answering them, some of the things you’ll want to consider, and how to determine your best path forward.  

Here’s some of what we discuss in this episode:

• What options do you have to provide financial support for your new grandchild and what are the tax implications?
• How do you overcome the lack of decision-making because you’re overthinking everything?
• What should you do if you realize you’ll have more money than you’ll ever spend and you haven’t been spending much in retirement? 
• How should you take your final paycheck before retirement if you have a lot of paid time off accrued? 

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If you have any questions, you can contact us online here: https://cravitzfinancial.com/

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Call: 714-462-9155

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. 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. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.