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…
Author: CKS Summit Group

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…

What is FIRE (Financial Independence, Retire Early) and Is It Right for You?
For decades, the traditional path to retirement involved working for 40+ years, saving diligently, and retiring in your 60s to enjoy your golden years. However, since the 2010s, the FIRE…

A Guide to Succession Planning for Business Owners
As business owners near retirement, they often face a significant challenge: ensuring their legacy is preserved and the future of their business is secure. After spending years or even decades…

Top Mistakes Retirees Make with Their Money
After decades of hard work and saving, the last thing you want is to jeopardize your financial security now that you’re no longer earning a regular paycheck. However, even the…