As high-net-worth individuals approach retirement, financial concerns begin to shift from accumulation to preservation and legacy. For many, the goal is no longer just ensuring a comfortable retirement — it’s…
Author: CKS Summit Group
Staying the Course During Economic Turmoil
As the first quarter of 2025 came to a close, reports confirmed what many investors and retirees feared: the U.S. economy contracted by 0.3%, marking a pause in the growth…
Building a Resilient Retirement Plan through the SMART Retirement™ Approach
As retirement approaches, affluent Americans face a unique set of financial planning challenges. From minimizing taxes on substantial assets to ensuring income stability throughout a longer lifespan, the stakes are…
Is Cash Really Safe During a Market Decline?
During times of market volatility, especially for those nearing retirement, the instinct to move assets into cash can feel like the safest option. Market declines or economic uncertainty often lead…
Roth Conversions: Are They the Right Move for Me?
Tariff-driven market volatility has been shaking investor confidence, creating real concern, especially for retirees who rely on income from shrinking portfolios. But amid the uncertainty, there could be a silver…
How Not To Invest: Common Investment Mistakes
Investing can be a powerful tool for building long-term wealth, but many individuals unknowingly make mistakes that hinder their financial progress. Whether it’s following misleading advice, misunderstanding financial concepts, or…