Retirement planning can be confusing and it can be difficult to know where to start. You may have a long list of questions about your retirement and how to fund…
Category: Blog
On Senior Citizen's Day, are You Preparing Your Financial Future?
Today (August 21st) is Senior Citizens Day. A day that provides an opportunity to show appreciation for the dedication, accomplishments, and services they give throughout their lives. But are you…
Portfolio Management 101
Retirement income management is all about making sure your retirement savings provide enough income for your needs, and that you don’t outlive your assets. This starts with setting up and…
What You Need to Know About RMDs.
Required Minimum Distributions (RMDs) are an important part of your financial landscape in retirement. Here’s the basics of what you need to know as you approach retirement. When planning for…
Making Your Money Last in Retirement
To make sure your retirement nest egg goes the distance, you need some careful planning and expert advice. Every upcoming retiree wants to know how long their money will last…
Why Choose CKS Summit Group for Your Financial Planning Needs?
Why should you use a financial advisor at all? Here, CKS Summit Group reveals the top three reasons you should consider turning things over to a professional as you approach…