Monday, 16 January 2023 01:10 AM
Company Update
OAKBROOK TERRACE, IL / ACCESSWIRE / January 16, 2023 / Brian Korienek, Vice President of Wealth Management at Goldstone Financial Group, was recently featured in Disrupt Magazine where he discussed 5 Smart Steps in Developing a Secure Retirement Plan. Disrupt Magazine is a Puerto Rico based alternative education company built for tomorrow's thought leaders, innovators and disruptors. They educate and inspire young latino entrepreneurs to become what they want to become in life by learning new skills and leveraging the power of the digital economy. Disrupt Magazine is the #1 educational platform for democratizing access to entrepreneurial education in Puerto Rico. It connects millions of members with some of the world's most successful and disruptive entrepreneurs.
In his Disrupt Magazine article, Brian Korienek laid out five steps to creating a secure retirement plan. According to Mr. Korienek, step one is to find the right advisor. He goes on to explain what the right advisor looks like: "This person should be someone who you trust and can talk to about your money. A good advisor will help you come up with the best plan for your retirement, like helping you decide how much money to save and how to invest it. They should also understand the laws that protect your investments, so they can help make sure your money is safe. Finding an experienced advisor with proper licensure that works with a company that follows strict rules can also give you peace of mind."
The next step that Brian Korienek outlines is to set a retirement goal: "This will help you determine how much money you need for your desired lifestyle, and when you want to retire by. You should also consider whether you would be able to continue working part-time or if taking Social Security benefits at age 62 would make more sense. If needed, work with your advisor to come up with the most beneficial goal and timeline tailored specifically for you."
Steps three and four in developing a secure retirement plan as delineated by Mr. Korienek are to assess all sources of income available in retirement and to review all accounts that will be used in retirement. Brian Korienek explains: "These might include Social Security, pensions, annuities, and investments. Your advisor can help you determine the best option for your given situation, so work with them to make an informed decision for your retirement plan. Your advisor can help you decide which accounts are most beneficial for you, and how you should position them to maximize their value for your retirement portfolio."
The final step in creating a secure retirement plan is to review your plan and make adjustments. For anyone wanting to plan for a secure and fulfilling retirement, they should start by finding the right advisor. Next, create a retirement goal, assess all sources of income available at retirement, go through a thorough review of all accounts that will be used in retirement, and lastly, review the plan created and make any necessary adjustments.
For more information about Brian Korienek and the Goldstone Financial Group, please visit https://goldstonefinancialgroup.com/
About Brian Korienek, Vice President of Wealth Management at Goldstone Financial Group
Brian Korienek is a fiduciary advisor who holds a Series 7 and 66 license as well as an Illinois life and health insurance license. He is the vice president of wealth management at Goldstone Financial Group and a partner. Korienek has made appearances on the Securing Your Financial Future radio show on WLS 890AM and Fox 32 Chicago. Before assuming his current job as Vice President of Wealth Management at Goldstone Financial Group, Korienek worked there for more than nine years as a Senior Associate Advisor. Before working at Goldstone Financial Group, he was a financial counselor at McAdam Financial Group and an analyst at the Chicago Board of Trade.
Brian Korienek began his work in a role requiring numerical analysis in relation to commodities pricing after getting his Bachelor of Business Management from Depaul University. Korienek liked what he did, but he knew he would be more productive in a position where he could talk to clients directly. He needed to work for a company that would provide him the autonomy and resources he required to provide the best service to his clients. Because they act as Registered Investment Advisors at Goldstone Financial Group, the consultants are held to a higher threshold of accountability than non-fiduciary advisors (RIAs). Law mandates them to give clients' needs priority above adhering to a set list of corporate goals. To help their clients achieve their objectives they must make use of all financial resources. Brian Korienek assists his clients in creating strategies for a rewarding retirement and achieving financial independence by focusing on risk management and wealth preservation.
For Brian Korienek and his family, supporting various social causes is vital. He actively supports charities like the American Cancer Society, I Understand Love Heals, and the Alzheimer's Association. Due to the associations Goldstone Financial Group has established with a variety of charitable organizations, Korienek is also able to help a sizable number of local and national non-profit organizations. When he has free time, Korienek enjoys bringing his wife on holidays. He enjoys a good round of golf, whether it be with friends or clients. Additionally, he enjoys exploring the Chicago food scene.
Media Contact:
Jessica Smith | Market News
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phone: 1-415-837-8371
SOURCE: Goldstone Financial Group