Claiming Social Security at The Wrong Age May Reduce Benefits by up to 57%!

Date: Thursday, June 22nd

Time: 6:30 PM CDT

Discover from Michael Stewart and Connor Stewart some of the biggest developments to retirement plans during a time of crisis like we are experiencing today...

1. How the Social Security wage base is increasing.
2. How beneficiaries may recieve a big inflation bump.
3. How you can earn more in retirement without losing early benefits.
4. How the full retirement age is increasing to 67 for those turning 62.
5. How three special claiming strategies could increase benefits.
6. How Medicare Part B monthly premiums stand to increase.
7. How survivors without children and even divorcees of workers who pass may qualify for benefits.

Registration is NO COST for this breakthrough ONLINE event

Financial Planner & Fiduciary

Michael Stewart has been in the suburban Chicago area for most of his 52 years. He has been in the financial services industry for over 22 years.

His past experience includes eight years working in the Private Banking and Wealth Management divisions of two of Chicago’s largest banks, overseeing assets in excess of $200,000,000 in McHenry County.

In 2008, Michael founded his own firm to independently serve the tax planning needs and more conservative financial planning needs of his clients who are in or near retirement. The strategies Michael employs are designed to help reduce a client’s market risk by using income-generating investments that help minimize drawdowns and generate steady returns. The philosophy is that if you can avoid a large loss, you don’t have to take a lot of risk to be successful over time.

In addition, Michael is a well-established speaker, author, and the host of both the Retirement Success Blueprint Radio Show and Podcast. He lives in McHenry with Karen, his wife of 28 years, and their three children, Connor, Patrick, and Olivia.

Financial Advisor & Fiduciary

Connor has been with Crystal Lake Tax & Financial for two years after graduating with a Bachelors of Science in Management from the University of Iowa. Connor assists clients with conservative financial planning, tax mitigation, and estate planning. 

His favorite part of working with Crystal Lake Tax & Financial is being able to help people navigate through all aspects of retirement. Connor lives vicariously through his clients as they are able to live the retirement that they envisioned.

Outside of the office, Connor is an avid sports fan who enjoys working out, spending time with his family, and adding to his sports card collection.

One Evening Only!

Thursday, June 22nd at 6:30 PM CDT

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

Attend this one-of-a-kind webinar today!

What People Have Said About Crystal Lake Tax & Financial

"Very impressed with the professionalism, the kind service, and a quality job all taken care of! Very very highly recommended business!"

Lauren E. - Google Review

During this class, discover:

Learn How You Could Reduce Risk and FURTHER FINANCIAL FALLOUT from Market Volatility

Find the silver lining of opportunities for your life savings.

Your Social Security is taxable, unless you do one simple thing

If your advisor is not keeping up with the times you are going to be lost.

How do I preserve my portfolio from getting destroyed during the crisis?

Change seems like a daily occurrence.

During These Times its Important Not to be Frozen by Fear or Complacency
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.

Copyright © 2023 All rights reserved.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Crystal Lake Tax & Financial. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Crystal Lake Tax & Financial and Sound Income Strategies LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities. © 2023 Sound Income Strategies.