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Tag: retirement planning

18Jun
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Are You Part of the ‘Peak 65’ Generation? Here’s What to Do Before Retiring
By CKS Summit Groupin Blog

Are You Part of the ‘Peak 65’ Generation? Here’s What to Do Before Retiring

The United States is experiencing a major milestone: more Americans are turning 65 than ever before. Known as the “Peak 65” generation, this wave of Baby Boomers entering retirement age…

12Jun
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Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
By CKS Summit Groupin Blog

Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?

Planning for retirement can feel overwhelming, with a wide range of financial vehicles available, each with its own rules, benefits, and potential pitfalls. But when you understand how each one…

04Jun
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Financial Conversations to Have With Dad This Father’s Day
By CKS Summit Groupin Blog

Financial Conversations to Have With Dad This Father’s Day

As Father’s Day approaches, many families are thinking about ways to honor the father figures in their lives—through time spent together, meaningful gifts, and shared stories. But this holiday also…

15May
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Legacy Planning for Future Generations
By CKS Summit Groupin Blog

Legacy Planning for Future Generations

As high-net-worth individuals approach retirement, financial concerns begin to shift from accumulation to preservation and legacy. For many, the goal is no longer just ensuring a comfortable retirement — it’s…

08May
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Staying the Course During Economic Turmoil
By CKS Summit Groupin Blog

Staying the Course During Economic Turmoil

As the first quarter of 2025 came to a close, reports confirmed what many investors and retirees feared: the U.S. economy contracted by 0.3%, marking a pause in the growth…

01May
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Building a Resilient Retirement Plan through the SMART Retirement™ Approach
By CKS Summit Groupin Blog

Building a Resilient Retirement Plan through the SMART Retirement™ Approach

As retirement approaches, affluent Americans face a unique set of financial planning challenges. From minimizing taxes on substantial assets to ensuring income stability throughout a longer lifespan, the stakes are…

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