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20Nov
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Finding the Balance on Saving for Retirement vs College.
By CKS Summit Groupin Blog, Business

Finding the Balance on Saving for Retirement vs College.

Here’s a message that all parents need to hear: It’s OK to put yourself ahead of your kids. In fact, putting your retirement needs before their college costs is not…

10Jul
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Putting Yourself First in Retirement
By CKS Summit Groupin Planning, Strategic

Putting Yourself First in Retirement

You’ve spent your life taking care of your career and your family. Now it’s time retire and make this stage of life all about you. No doubt about it: you…

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…

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.…

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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