As we make it through another year of higher taxes and rising inflation, we ask ourselves, “Will my retirement savings be enough?” If you are close to transitioning to retirement,…
Tag: retirement portfolio
3 Ways to Help You Start Your New Year's Financial Planning Now
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…
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Why the 4% Rule is Outdated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…