Economic downturns are an inevitable part of the financial landscape. While predicting the exact timing of a recession is impossible, many Americans—particularly those approaching retirement—are left wondering how to prepare…
Year: 2025
Maximizing Your Retirement Portfolio With CKS Summit Group
As retirement approaches, managing your wealth becomes an increasingly important task. If you’re a high-net-worth individual, helping ensure that your assets provide ongoing income and protect your legacy can require…
Last-Minute Tax Planning for 2024
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…
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…