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Author: CKS Summit Group

09Apr
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How Not To Invest: Common Investment Mistakes
By CKS Summit Groupin Blog, Investment

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…

26Mar
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Seniors, Here’s How You Can Help Protect Your Financial Data 
By CKS Summit Groupin Blog

Seniors, Here’s How You Can Help Protect Your Financial Data 

As we navigate an increasingly digital world, protecting your financial data has become more important than ever. For those approaching or already in retirement, securing your personal and financial information…

26Mar
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Should I Be Preparing for a Recession?
By CKS Summit Groupin Blog

Should I Be Preparing for a Recession?

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…

11Mar
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Maximizing Your Retirement Portfolio With CKS Summit Group
By CKS Summit Groupin Blog

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…

11Mar
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Last-Minute Tax Planning for 2024
By CKS Summit Groupin Blog

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…

25Feb
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Retirement Planning Tips Once Your Portfolio Reaches $1 Million
By CKS Summit Groupin Blog

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,…

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