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…
Tag: retirement planning
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…
Retirement Planning Tips Once Your Portfolio Reaches $1 Million
Reaching a $1 million portfolio is an exciting milestone, marking a new phase in your financial journey. For many, this achievement signals the shift from wealth accumulation to wealth preservation,…
The Benefits of Diversification: Why You Shouldn’t Put All Your Eggs in One Basket
CKS Summit Group understands that managing wealth effectively is essential to helping preserve financial security and achieve long-term goals. For those with substantial nest eggs, a fundamental principle of sound…
How to Be Financially Resilient in Times of Crisis
Financial resilience is the ability to withstand and adapt to economic challenges, helping ensure financial security even in uncertain times. For affluent Americans approaching retirement, building and maintaining resilience can…
10 Habits All Wealthy Retirees Have
For individuals who have built substantial wealth over the years, retirement planning goes beyond simply maintaining their lifestyle—it’s about preserving and growing their hard-earned assets to help support them in…