Selecting a financial advisor is a major life decision, one that can alter your financial trajectory for decades to come. Especially when you are near to retirement. It may have…
Tag: financial advisor
Gray Divorce & Your Retirement Plan
The holidays are known for bringing friends and families together. But it’s also a time when divorce rates peak. If you are close to or in retirement and considering a…
Which Retirement Income Portfolio is Right for You in 2023?
Here’s how to find the best retirement plans to save for your future with CKS Summit Group. Gone are the days when workers could count on an employee pension plan…
Healthy, Wealthy and Meaningful Retirement Planning
With the arrival of the holidays, thoughts are turned to more sentimental issues such as spending time with loved ones and how we can make a better future for us…
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
Retiring with Large Age Gaps? Here's What Couples Should Know.
MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…