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…
Tag: CKS Summit Group
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…
Conquering Financial Independence
Navigating the journey toward financial stability and eventual retirement is a multifaceted endeavor requiring insight, strategy, and proactive decision-making. As we celebrate International Financial Independence Awareness Day, it’s crucial to…
Essential Strategies to Help Your Long Retirement Planning Bloom
April, known as the month of fresh starts and growth, is an ideal time to review your retirement planning process. With Americans living longer than ever before, take this opportunity…