Let’s Answer Some Common Financial Questions

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.

 

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

• Is it okay to take a short-term loan to get funds for a closing while you wait for your current home to sell?
• Is a 6% withdrawal rate too much in retirement and how do you figure out that number?
• CDs have been a good investment in the current interest rate environment but will that continue? 
• What should you expect from a financial advisor before you pay them any fees?
• Can you still take Social Security benefits while your spouse is working?

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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.