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Tag: estate planning

17Apr
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Conquering Financial Independence
By CKS Summit Groupin Blog

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…

20Feb
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Retirement Strategies for Your 50s
By CKS Summit Groupin Blog

Retirement Strategies for Your 50s

As you approach your 50s, the significance of a well-crafted retirement plan cannot be overstated. If you find yourself feeling underprepared for your retirement years, don’t fret – there’s still…

20Oct
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Why a Wealth Manager is Essential for Your Financial Future
By CKS Summit Groupin Blog

Why a Wealth Manager is Essential for Your Financial Future

When it comes to managing your finances, the guidance of a wealth manager can be invaluable. But what precisely do these professionals offer beyond suggesting where to invest your money?…

10Jul
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Steering Clear of Retirement Planning Mistakes in Your 40s
By CKS Summit Groupin Blog

Steering Clear of Retirement Planning Mistakes in Your 40s

If you’ve hit the big 4-0, time, not money, is the most important factor when it comes to saving and investing for retirement. Your 40s are a pivotal decade for…

13Apr
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Leaving a Legacy: Deciding When to Give
By CKS Summit Groupin Blog

Leaving a Legacy: Deciding When to Give

Deciding whether to pass on your wealth ultimately impacts your retirement planning. If you choose to leave a financial inheritance to your loved ones, you need an estate plan in…

05Feb
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By CKS Summit Groupin Blog

CKS Library Look-back: Are Your Allocations Right for Social Security?

Here we take a look into the right and wrongs of your social security financial allocations. Keep your retirement finances safe with CKS Summit Group.

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