As you enter or enjoy retirement, protecting your wealth becomes more important than ever. While you may have worked hard to build a strong financial foundation, seniors are increasingly targeted…
Tag: planning for retirement
Estate Planning Essentials: Wills, Trusts, and Protecting Your Legacy
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…
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,…
Michigan’s Retirement Landscape Is Changing. Is Your Plan Ready?
For many retirees, where you live can be just as important as how you live. And if you’re planning to retire in Michigan – or already enjoying retirement here –…
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…