We know IRAs come with their own set of rules–minimum age for withdrawals, required minimum distributions after a certain age, taxes, and penalties to enforce them. But what happens when…
Author: CKS Summit Group
Why Having a Will Is the Way-- Where Prince Went Wrong
We’ve all seen it in the news lately. The meticulous Prince died without a will. The claims on his estate are already beginning to roll in, from siblings and relatives…
Physical & Mental Health Keep Golden Years Golden
Going into retirement, we spend a lot of time focused on being financially prepared. But we often neglect to think about how we are going to maintain our health. Being…
4% For Life: Can the 4% Rule Support You Throughout Your Retirement?
It appears to be a relatively simple rule. It’s the 4% rule. Just withdraw 4% of your nest egg every year of your retirement and guarantee yourself a lifetime of…
Getting to Know the Federal Reserve-- How the Fed Influences the Economy
The Federal Reserve is a major player in the US economy. But what exactly is the Fed? Who runs it? Who picks them? And how do they influence the economy?…
Can a Reverse Mortgage Be Useful To You?
In retirement you may find yourself in need of alternate income streams. With unpredictable volatility in the market and high taxes on other sources of income, a reverse mortgage may…