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…
Category: Blog
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…
Healthy, Wealthy and Meaningful Retirement Planning
With the arrival of the holidays, thoughts are turned to more sentimental issues such as spending time with loved ones and how we can make a better future for us…
Women & Retirement Planning: Is it an Advantage to be Married?
Financial security in retirement depends on economic success during your working years–that seems intuitive. But did you know that married couples may have a better chance at a comfortable retirement…
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
Paying Off Debt vs. Investing. Which is Right for You?
Debt can feel like a weight, which can lead you wonder: Should I aggressively pay off my debt or start investing for the future? It’s a tough question to ask,…