Are you nearing retirement? Take control of your finances today and start to achieve your own wealth-life balance. Proper financial planning gives you the freedom to get more joy during…
Tag: retirement portfolio
The 2021 Retirement Bills You Should Know About
Retirement security is again on the congressional agenda. And for good reason. Here are two key legislations to know that are designed to make it easier for Americans to plan…
Retirement Planning & The Millionaire Mindset
Dreaming of retiring a millionaire? It isn’t as farfetched as it may seem. With a strategic planning, saving and investing, you can be well on your way to achieving (and…
COVID-19 and Retirement Insecurity 1 Year On.
The pandemic has affected many Americans’ concerns and plans for retirement. Here, CKS Summit Group navigates the “new normal” of retirement planning one year later. It has been quite the…
3 Retirement Planning Mistakes to Avoid in Your 60s.
Are you in your 60s? Are you feeling the financial stress of an impending retirement? Avoid these three mistakes now to ensure retirement bliss is in your future. As you…
What Retirement Portfolio is Right for You?
Proper retirement planning can help you choose a portfolio that best meets your objectives as well as your risk tolerance. The classic retiree portfolio mix of low-risk, fixed-income products that return…