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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…)

20Jul
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3 Signs You Need to Revisit Your Retirement Plan
By CKS Summit Groupin Blog, Investment, Planning

3 Signs You Need to Revisit Your Retirement Plan

We’re already half way through 2018, so it may be time to assess your ongoing retirement plan to make sure you’re still on track with the progress you’re making. Your…

11Jul
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Retirement is Meant to be Enjoyed!
By CKS Summit Groupin Blog

Retirement is Meant to be Enjoyed!

Trying to successfully plan out your retirement income strategy alone can be extremely risky, but entrusting your future to a stranger can be equally daunting. In today′s world, the importance…

06Jul
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Could This Blow Your Financial Retirement Plan?
By CKS Summit Groupin Blog

Could This Blow Your Financial Retirement Plan?

Most people expect their spending to go down in retirement — in fact, the rule of thumb is typically that you’ll spend just 70% to 80% of your pre-retirement income.…

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