Retiring with $1 million in savings is an impressive accomplishment, but it’s important to remember that it’s just the beginning. Having a significant nest egg gives you the opportunity to…
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How to Save Money on Taxes in 2023
It’s officially tax season. If you’re looking for ways to save money on your taxes, we want you to know that the financial professionals at CKS Summit Group are here…
Will the Inflation Reduction Act Really Break Rising Costs?
Will the Inflation Reduction Act of 2022 live up to its name in 2023? And what does it mean for your nest egg? The Inflation Reduction Act, passed by Congress…
Retirement Planning as a Couple in 2023: Tips and Strategies
Whether you’ve been married 40 years, or on your fourth marriage, retirement planning as a couple needs specific strategies to make the most out of your retirement years. As a…
Help Mitigate Retirement Risk in 2023
Welcome to 2023! As we kick off a brand new year, now is the perfect time to reflect on the past 365 days and apply those harsh lessons to the…
Exposing Five Hidden Costs in Retirement
When you’re living off your savings, unexpected expenses can undo years of diligent planning. Don’t get caught off guard by these often-overlooked expenses that could derail your dream retirement. When…