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Author: CKS Summit Group

17Dec
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End-of-Year Tax Planning with CKS Summit Group
By CKS Summit Groupin Blog, Business

End-of-Year Tax Planning with CKS Summit Group

2022 is nigh, and amidst planning for the holidays and gearing up for those New Year’s resolutions, there’s another subject that should be top of mind: taxes. As we reach…

01Dec
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Financial FAQs: What to Ask Your Advisor in 2022
By CKS Summit Groupin Blog, Business

Financial FAQs: What to Ask Your Advisor in 2022

When it comes to wealth building and retirement planning, you can’t overestimate the importance of having a great financial advisor. Whether you’re considering hiring an advisor for the first time,…

26Nov
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Why the 4% Rule is Outdated
By CKS Summit Groupin Blog, Business

Why the 4% Rule is Outdated

The 4% rule is a common rule of thumb in retirement planning to help you avoid running out of money in retirement. However, there are a number caveats you should…

17Nov
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How Much Can You Contribute to a 401(k) Retirement Account in 2022?
By CKS Summit Groupin Blog, Business

How Much Can You Contribute to a 401(k) Retirement Account in 2022?

401(k) limits are going up next year. If you’re planning for retirement, here’s what you need to know. A 401(k) plan is a retirement savings plan offered by many American…

10Nov
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2022 Finance Checkup Tips
By CKS Summit Groupin Blog, Business

2022 Finance Checkup Tips

When a new year is around the corner, it’s important to make any necessary adjustments you need to reach your financial goals. Here is a look at what to include…

04Nov
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Planning for Retirement as a Couple in 2022
By CKS Summit Groupin Blog, Business

Planning for Retirement as a Couple in 2022

Many pre-retiree couples dream of the day when they can retire and sail off into the sunset together. However, there are both financial and emotional ramifications to retiring simultaneously compared…

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