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: retirement advice

Women & Retirement Planning: Is it an Advantage to be Married?
Financial security in retirement depends on economic success during your working years–that seems intuitive. But did you know that married couples may have a better chance at a comfortable retirement…

Be Wary of Bad Retirement Advice
When it comes to financial planning and preparing for retirement, many people will chime in with suggestions and advice. However, that advice – well intentioned or not – could prove…

Breaking Down the Proposed AMORE Act.
The AMORE Act is intended for those who couldn’t afford to make contributions because of COVID-19. The introduced COVID Catch-Up Bill would allow individuals to compare their actual contributions to…

Retirement Planning with CKS Summit Group.
Retirement planning isn’t an “old people” thing. It’s a smart people thing. And it’s never too early to start planning for your retirement future. So let’s get started! Retirement planning is a…

Do Married Women Have an Advantage in Retirement Planning?
Marriage can certainly be beneficial in retirement planning; but that doesn’t mean that if you’re single, you should rush to get hitched to secure security in your old age. With…