A new year means new resolutions. So why not start with your financial resolutions? But before you can make progress on new goals, you need to know where you are. What’s…
Tag: retirement portfolio
Financial FAQs: What to Ask Your Advisor in 2022
When it comes to wealth building and retirement planning, you can’t overestimate the importance of having a great financial advisor. Whether you’re considering hiring an advisor for the first time,…
Why the 4% Rule is Outdated
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…
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…