Blog | CB Investment Management

Retirement Planning

How Best Practice Transforms Financial Planning.

I hope you have a better understanding of what it means to have a Best Practice Financial Plan and what is often missed to guide you through the  several steps throughout your life, with an authentic, secure, stable and accurate Financial Plan. There are some major distinctions between the quality and consequences of different Financial Planning advice.

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Consider QLACs for strengthening your retirement plan

Retirees with substantial tax deferred liabilities can run into a sudden surge in taxable income and related IRMAA costs when the time comes for Required Minimum Distributions.   Without a plan in place retirees can find themselves in a much higher taxable income level, and in addition a higher medicare  IRMAA threshold that will increase their

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Social Security And Medicare Horror Stories Need Proactive Action

 Social Security and Medicare are crucial benefits that so many depend on as they go into their most vulnerable time of life. However, there are growing problems with both systems that need urgent proactive attention, even years in advance of retirement.  What is at stake? Your entire social security check, and even worse. Much depends

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