TAX SEASON IS UNDERWAY! The IRS announced that the 2022 tax filing season opened this Monday (January 24th, 2022). It’s the third coronavirus pandemic tax filing season, and again, that’s…
Tag: retirement strategy session
Planning for a Wealthy Retirement with CKS Summit Group
When you envision your retirement, what do you see yourself doing? Traveling to faraway places? Indulging in hobbies you didn’t have time to enjoy while in the workforce? Or pinching…
Will Inflation Sabotage Your Retirement in 2022?
A big threat to your retirement nest egg? You might be surprised how much inflation can nibble away at your retirement savings over time if you aren’t prepared. 2021 was…
2022 Retirement Planning: Is $2Million the new $1Million?
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,…
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…
End-of-Year Tax Planning with CKS Summit Group
2022 is nigh, and amidst planning for the holidays and gearing up for those New Year’s resolutions, there’s another subject that should be top of mind: taxes. As we reach…