With gold recently reaching record highs amid renewed geopolitical tension, trade disputes, and market volatility, many investors are asking the same question: Is gold a smart retirement investment — or…
Author: CKS Summit Group
Why These Five 2026 IRS Changes Matter for Your Retirement Plan
Each year, IRS and Social Security updates quietly reshape the retirement planning landscape. While many of these adjustments may appear incremental, their long-term impact on savings, income, and taxes can…
Financial Wellness Month 2026: Building Financial Confidence with CKS Summit Group
January is Financial Wellness Month, a time traditionally associated with budgeting, savings goals, and resetting financial habits. For high-net-worth individuals (HNWIs), however, financial wellness extends far beyond day-to-day money management.…
Why Emotional Decisions Can Disrupt a Sound Retirement Plan
Retirement planning is often viewed as a numbers-driven exercise — balances, withdrawal rates, returns, and tax strategies. While those elements matter, long-term retirement success is also shaped by decision-making during…
Can I Retire at 60 With $2M in a Roth IRA and $2,000 per Month in Social Security?
For many high net worth individuals, retirement planning has evolved beyond hitting a single savings target. Today, it centers on when to retire, where to retire, how to manage taxes,…
Legacy Planning for Business Owners: What Happens If You Exit Earlier Than Planned?
For many business owners, an exit strategy is something imagined years down the road. The plan might include selling the company at a certain valuation, transitioning leadership to family, or…