Skip to content

Client Login
Schwab Login

Our Approach
About
Resources
Reviews

Start a Conversation

Our Approach
About
Resources
Reviews

Start a Conversation

Client Login
Schwab Login

Income strategy

When Claiming Social Security At 62 Is The Smart Move

April 3, 2026May 21, 2026

Most people expect Medicare to handle the bulk of their medical needs once they stop working. However, the reality of out-of-pocket costs and inflation often… Read More »When Claiming Social Security At 62 Is The Smart Move

Privacy Policy
Terms of Service
(801) 810-8434
Contact us

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Thrive Retirement Planning are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thrive Retirement Planning and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

*The National Social Security Advisor certificate, the National Social Security Association, LLC and Thrive Retirement Planning are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. The National Social Security Advisor certificate program is not a professional certification program.

The ChFC® mark is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Neve | Powered by WordPress

Privacy Policy
Terms of Service
(801) 810-8434
Contact us

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Thrive Retirement Planning are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thrive Retirement Planning and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

*The National Social Security Advisor certificate, the National Social Security Association, LLC and Thrive Retirement Planning are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. The National Social Security Advisor certificate program is not a professional certification program.

The ChFC® mark is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Neve | Powered by WordPress