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03Oct
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Helping Your Kids Without Hindering Your Retirement
By CKS Summit Groupin Blog

Helping Your Kids Without Hindering Your Retirement

A parents’ love is like no other. When you see them in need, you help before it’s even asked of you. But once your children are grown up, that financial…

21Sep
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4 Keys to Happiness in Retirement
By CKS Summit Groupin Business

4 Keys to Happiness in Retirement

What do you think of when you hear the word “happiness”? When it comes to a jubilant retirement, it takes more than just money. ‘hap·pi·ness ˈhapēnəs/ noun noun: happiness; plural…

06Sep
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Retirement Planning Without Children
By CKS Summit Groupin Blog, Planning

Retirement Planning Without Children

Millions of baby boomers who do not have children are retiring — and the trend is projected to continue. The AARP estimates that by 2040, more than 20% of retirees…

24Aug
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Is Downsizing in Retirement Right for You?
By CKS Summit Groupin Blog, Strategic

Is Downsizing in Retirement Right for You?

Three out of four Americans say they would downsize their home to reduce ongoing costs and benefit from the equity, but it’s not always the answer to a happy retirement.…

16Aug
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The Two Biggest Worries Retirees Face in 2018?
By CKS Summit Groupin Blog, Business, Investment, Planning

The Two Biggest Worries Retirees Face in 2018?

As we get older, one of the things that sometimes gets lost in the mix is how we’ve handled our money. Did we save enough for our golden years? Will…

27Jul
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Tax and Retirement Strategy for High Earners in 2018
By CKS Summit Groupin Blog

Tax and Retirement Strategy for High Earners in 2018

If you want a more secure financial future and retirement, it may be time to consider using a Roth IRA. (more…)

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