A new guide by Goldstone Financial Group (630-620-9300) discusses five essential questions that clients should ask their retirement planning advisor as they look ahead to 2026.
-- The guide was released as part of Goldstone Financial Group's ongoing client education initiative that includes the 'Money Myth Monday' series on social media and the CBS2 show 'Securing Your Financial Future,™' hosted by CEO Anthony Pellegrino. 'Essential Questions to Discuss with Your Retirement Advisor' covers the five core areas of retirement planning.
For more information, visit https://goldstonefinancialgroup.com/essential-questions-to-discuss-with-your-retirement-advisor/
Pellegrino and his team of financial advisors have contributed to the guide, which was written to help pre-retirees and retirees critically evaluate the financial advice they receive and guide their choice of financial advisor.
Pellegrino lists five key questions that cover the creation of retirement income, tax considerations, healthcare and long-term care, legacy and estate planning, and core investments.
The guide presents the need for an interconnected strategy that balances income and investments, while accounting for longevity and resilience against market forces. A robust strategy, the author notes, is built on the use of a judicious mix of investment vehicles such as annuities, social security optimization, and portfolio diversification.
The goal, Pellegrino says, should be to "live confidently without constantly checking the market."
As new provisions of the SECURE 2.0 Act continue to come into effect through 2025 and early 2026, readers are advised to focus on tax efficiency. The guide recommends asking financial advisors about Roth conversion strategies, the impact of capital gains and ordinary income, Social Security taxability, and lifetime tax bill reduction.
An advisor may be able to "factor healthcare costs directly into a plan and evaluate long-term care insurance, hybrid policies, and Health Savings Accounts (HSAs) as potential solutions," Pellegrino says.
The guide addresses the five core areas and showcases Goldstone Financial Group's approach to retirement planning: its 'Retirement Roadmap' program that has helped thousands of retirees find financial security.
Goldstone Financial Group is a SEC Registered Investment Adviser (RIA) firm based in Chicago and serving clients across the Midwest. CEO Anthony Pellegrino is supported by his team of CPAs, CFAs, and licensed financial advisors. Learn more at https://goldstonefinancialgroup.com
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road, Oakbrook Terrace, Illinois 60181, United States
Phone: +1-630-620-9300
Website: https://www.goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89180307
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