As high-net-worth individuals approach retirement, financial concerns begin to shift from accumulation to preservation and legacy. For many, the goal is no longer just ensuring a comfortable retirement — it’s…
Tag: CKS Summit Group
How Not To Invest: Common Investment Mistakes
Investing can be a powerful tool for building long-term wealth, but many individuals unknowingly make mistakes that hinder their financial progress. Whether it’s following misleading advice, misunderstanding financial concepts, or…
Finding the Right Balance in Your Investment Portfolio
One of the most common debates in investing revolves around diversification and concentration. Both strategies have advocates and merits, but finding the right balance is key to achieving your financial…
Closing the Retirement Income Gap
In the United States, the “retirement-savings gap”––the difference between what a person believes they need to retire comfortably, and how much they currently hold––is growing fast. But among women, the…
Retirement Planning with CKS Summit Group
Planning for retirement can seem daunting, but with the right guidance and a well-structured plan, it can be a smooth and fulfilling transition. Retirement is a significant milestone in life,…
Making Your Money Last in Retirement
Retirement signals the culmination of decades of hard work and financial planning. Yet, for many individuals, the fear of running out of money during retirement looms large. With longer life…