For many, retirement is the ultimate goal – years of hard work finally paying off with the promise of freedom, relaxation, and fulfillment. But what most don’t expect is how…
Author: CKS Summit Group
Are You Part of the ‘Peak 65’ Generation? Here’s What to Do Before Retiring
The United States is experiencing a major milestone: more Americans are turning 65 than ever before. Known as the “Peak 65” generation, this wave of Baby Boomers entering retirement age…
Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
Planning for retirement can feel overwhelming, with a wide range of financial vehicles available, each with its own rules, benefits, and potential pitfalls. But when you understand how each one…
Financial Conversations to Have With Dad This Father’s Day
As Father’s Day approaches, many families are thinking about ways to honor the father figures in their lives—through time spent together, meaningful gifts, and shared stories. But this holiday also…
What the Fed’s Latest Move Means for Your Portfolio
As markets evolve and economic conditions shift, investors often look to the Federal Reserve for cues on the future direction of interest rates, inflation, and overall financial stability. In May…
Is Now a Good Time to Invest in Annuities?
Wealth alone doesn’t guarantee peace of mind in retirement. What does? A strategy that transforms your assets into reliable income, without sacrificing flexibility or control. For high-net-worth individuals, annuities are…