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…
Tag: retirement portfolio
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…
Longevity Planning: Will Your Savings Last a Lifetime?
Ensuring that your savings last throughout your lifetime—commonly referred to as longevity planning—requires careful thought and strategy. For individuals approaching retirement, particularly those with significant wealth, the stakes are higher.…
Pros and Cons of Different Retirement Accounts: A Guide for Retirees
Retirement planning is a crucial aspect of managing wealth, especially for those approaching retirement or already in their golden years. Understanding the different retirement accounts available can help you make…