Today is the perfect opportunity to focus on arguably the most important piece of the financial-planning pie: Saving for Retirement. At CKS Summit Group, we understand that preparing for retirement…
Tag: retirement portfolio

Understanding the CKS Lifetime Portfolio
Amid the myriad of retirement planning options available in 2023, selecting the optimal portfolio becomes a challenge. CKS Summit Group stands out by optimizing your retirement benefits with the CKS…

Navigating Your Retirement with CKS Summit Group
It’s never too early (or too late) to create a retirement plan. A few strategies and the right advice can help you better plan for your golden years. Are you…

Three Signs You Need a Financial Advisor
Hiring the right advisor is a major decision that you can make as it primarily concerns the management of your finances. Here are the key telltale signs you’re ready to…

Steering Clear of Retirement Planning Mistakes in Your 40s
If you’ve hit the big 4-0, time, not money, is the most important factor when it comes to saving and investing for retirement. Your 40s are a pivotal decade for…

Retirement Income Planning as a Couple
Retirement planning as a couple can be an exciting adventure, filled with dreams of shared experiences and golden years spent together. However, it presents a unique set of challenges. Retirement…