As we approach the 2024 tax filing season, it’s crucial for high-net-worth retirees to stay informed about recent policy changes and their potential impact on tax planning strategies. Last-minute tax…
Year: 2025
Retirement Planning Tips Once Your Portfolio Reaches $1 Million
Reaching a $1 million portfolio is an exciting milestone, marking a new phase in your financial journey. For many, this achievement signals the shift from wealth accumulation to wealth preservation,…
The Benefits of Diversification: Why You Shouldn’t Put All Your Eggs in One Basket
CKS Summit Group understands that managing wealth effectively is essential to helping preserve financial security and achieve long-term goals. For those with substantial nest eggs, a fundamental principle of sound…
How to Be Financially Resilient in Times of Crisis
Financial resilience is the ability to withstand and adapt to economic challenges, helping ensure financial security even in uncertain times. For affluent Americans approaching retirement, building and maintaining resilience can…
10 Habits All Wealthy Retirees Have
For individuals who have built substantial wealth over the years, retirement planning goes beyond simply maintaining their lifestyle—it’s about preserving and growing their hard-earned assets to help support them in…
Wills and Trusts: What You Need to Know
Planning your estate is one of the most important steps you can take as you approach retirement. For affluent Americans, creating a detailed estate plan helps ensure that your legacy…