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Brookfield, WI Retirement Income Planner: Savings & Investment Advisory Update

A renowned financial consulting firm serving the Brookfield, WI area (630-620-9300) announces updated income planning services for clients in or approaching retirement.

Goldstone Financial Group has expanded its advisory solutions to help more clients maximize their income streams and minimize taxes in their later years. With many Americans facing financial pressures due to low interest rates, increases in the cost of living, and high inflation, the firm helps individuals budget and plan for all eventualities.

More details can be found at

The services form part of Goldstone's proprietary 'Financial GPS' - an omnidirectional framework for personal economy that incorporates investment strategies, social security maximization, and tax reduction to meet client's preferred timelines for retirement. The firm is offering new clients a complimentary consultation to discuss their circumstances and goals.

Goldstone agents are all licensed fiduciary advisors who are legally obligated to advise in the best interest of clients. The advisors help individuals evaluate all of their potential sources of income to ensure they have enough funds to cover essential expenses throughout their lifetime.

These income streams include social security payments which are linked to one's earning history and the point at which one started receiving benefits. Workers who have paid into the Social Security system for at least 10 years are eligible for payouts once they reach the age of 62. The average monthly benefit as of 2023 stands at $1,841 monthly.

While social security plays a significant role in income for US retirees, many people find that it is not enough to cover all necessities for a comfortable lifestyle. Goldstone can assist clients in setting up an annuity - essentially an insurance policy that guarantees an income in retirement regardless of market performance. There are fixed, variable, and indexed annuities and contributions can be paid in a lump sum or throughout one's working life.

These income sources can be augmented with personal savings plans in the form of 401(k)s - employer-sponsored accounts in which employees contribute a portion of their salary which is commonly matched or added to by their employer. Other options for Goldstone clients include individual retirement accounts (IRAs) which are ideal for the self-employed.

A spokesperson says, “A well-designed retirement plan can ensure that your essential expenses are covered while also providing for your desired lifestyle. Goldstone Financial Group specializes in developing these types of plans so that you can live a life in retirement worthy of the sacrifices you’ve made to get there.”

For more information, go to

Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300

Source: PressCable

Release ID: 89127551

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