As we make it through another year of higher taxes and rising inflation, we ask ourselves, “Will my retirement savings be enough?” If you are close to transitioning to retirement,…
Tag: retirement concerns
End-of-Year Tax Planning with CKS Summit Group
2022 is nigh, and amidst planning for the holidays and gearing up for those New Year’s resolutions, there’s another subject that should be top of mind: taxes. As we reach…
Financial FAQs: What to Ask Your Advisor in 2022
When it comes to wealth building and retirement planning, you can’t overestimate the importance of having a great financial advisor. Whether you’re considering hiring an advisor for the first time,…
Why the 4% Rule is Outdated
The 4% rule is a common rule of thumb in retirement planning to help you avoid running out of money in retirement. However, there are a number caveats you should…
2022 Finance Checkup Tips
When a new year is around the corner, it’s important to make any necessary adjustments you need to reach your financial goals. Here is a look at what to include…
Year-End Financial Planning 2021
With the penultimate month of the year right around the corner, there are several significant financial deadlines fast approaching. Before you flip your calendar to November, consider making some of these…