Life is full of surprises. Some are pleasant, but some can negatively affect your retirement lifestyle. Here’s how to protect your nest egg and plan for whatever life throws your…
Tag: CKS Summit Group

Embracing Retirement Planning on National Baby Boomer Recognition Day.
The Baby Boomer generation has made a profound impact on the future of retirement planning. Here’s how you can best prepare right now, no matter what age or stage of…

Retirement Income Planning as a Couple
Retirement planning as a couple can be an exciting adventure, filled with dreams of shared experiences and golden years spent together. However, it presents a unique set of challenges. Retirement…

Discovering the Right Time to Hire a Financial Advisor
Having a financial advisor by your side can make all the difference in achieving your financial goals. Wealth management is a crucial yet frequently neglected responsibility in adulthood. Collaborating with…

Maximizing Your Retirement Income: 5 Tips for Long-Term Financial Security
Retirement is when you can finally enjoy the adventures and leisure activities you dream of. But to truly relish these experiences, it’s necessary to have a solid financial plan in…

5 Mistakes to Avoid With a Roth IRA
A Roth IRA is a type of retirement account where you contribute after-tax money. However, there are a handful of common Roth IRA mistakes people make. One of the great…