Summer often brings visions of family time, beach vacations, barbecues, and long weekends – not financial statements. But while markets can feel quieter and life moves at a slower pace,…
Tag: retirement portfolio
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…
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…
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…
What is FIRE (Financial Independence, Retire Early) and Is It Right for You?
For decades, the traditional path to retirement involved working for 40+ years, saving diligently, and retiring in your 60s to enjoy your golden years. However, since the 2010s, the FIRE…
A Guide to Succession Planning for Business Owners
As business owners near retirement, they often face a significant challenge: ensuring their legacy is preserved and the future of their business is secure. After spending years or even decades…