During times of market volatility, especially for those nearing retirement, the instinct to move assets into cash can feel like the safest option. Market declines or economic uncertainty often lead…
Tag: retirement planning
Roth Conversions: Are They the Right Move for Me?
Tariff-driven market volatility has been shaking investor confidence, creating real concern, especially for retirees who rely on income from shrinking portfolios. But amid the uncertainty, there could be a silver…
Seniors, Here’s How You Can Help Protect Your Financial Data
As we navigate an increasingly digital world, protecting your financial data has become more important than ever. For those approaching or already in retirement, securing your personal and financial information…
Should I Be Preparing for a Recession?
Economic downturns are an inevitable part of the financial landscape. While predicting the exact timing of a recession is impossible, many Americans—particularly those approaching retirement—are left wondering how to prepare…
Maximizing Your Retirement Portfolio With CKS Summit Group
As retirement approaches, managing your wealth becomes an increasingly important task. If you’re a high-net-worth individual, helping ensure that your assets provide ongoing income and protect your legacy can require…
Last-Minute Tax Planning for 2024
As we approach the 2024 tax filing season, it’s crucial for high-net-worth retirees to stay informed about recent policy changes and their potential impact on tax planning strategies. Last-minute tax…