Planning your estate is a crucial step for anyone approaching retirement, especially for high-net-worth individuals. A comprehensive estate plan ensures your assets are distributed according to your wishes, minimizes tax…
Tag: financial planning
Why the “Lazy Days of Summer” Can Be the Best Time for Financial Planning
Summer often brings visions of family time, beach vacations, barbecues, and long weekends – not financial statements. But while markets can feel quieter and life moves at a slower pace,…
Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
For today’s retirees, creating income is no longer as simple as drawing from one account. Rising healthcare costs, inflation, market volatility, and changing tax laws all demand a more strategic…
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
At CKS Summit Group, we believe retirees should not rely solely on Social Security for retirement income because it’s designed to be a supplement, not a primary source, and may…
How Tax Planning Changes After You Retire
For many, retirement marks the end of earning a paycheck, but it’s not the end of paying taxes. In fact, retirement often brings new complexities when it comes to managing…
Mid-Year Money Check: Why Your Retirement Plan Deserves a Q2 Review
The year is officially halfway over, and that makes right now one of the most important times to hit pause, take stock, and make sure your retirement plan is still…