Ep 13: The Incomplete Financial Plan
Play • 14 min

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. 

Here are some of the topics we’ll discuss in this show: 

  • The danger of a downturn in the market in the early years of your retirement. (1:31)
  • Have you overlooked the effects of inflation over time? (3:25)
  • Are you prepared for the possibility of tax increases in the future? (5:56)
  • Preparing for the challenge sometimes presented by your RMDs. (7:50)
  • Planning for the likelihood you’ll have a long-term care need. (9:34)


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

Email: ryan@cravitzfinancial.com

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.

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