The 4% rule is a common rule of thumb in retirement planning to help you avoid running out of money in retirement. However, there are a number caveats you should…
Tag: retirement portfolio

2022 Finance Checkup Tips
When a new year is around the corner, it’s important to make any necessary adjustments you need to reach your financial goals. Here is a look at what to include…

5 Hair-Raising Retirement Facts (And how to avoid frightful financial mishaps)
Retirement needn’t be ghoulish. CKS Summit Group is here with these simple steps on how to avoid a ghastly retirement. When you work hard to save for retirement — which…

3 Signs Your Retirement Plan Needs a Refresh for 2022
What goals do you still need to tackle this year? And which ones do you want to pursue in 2022? Know the moves to make before year-end to start 2022…

6 Ways to Maximize Your Retirement Account Dollars.
When it comes to saving for retirement, most Americans fall short. After another year of financial turmoil, here are some helpful strategies to up your retirement savings game and get…

Annuities vs Equities
Looking to optimize your retirement savings? Focusing on assets that drive portfolio growth with minimized risk is key. Find out which vehicles offer the best growth potential with CKS Summit…