Most people expect their spending to go down in retirement — in fact, the rule of thumb is typically that you’ll spend just 70% to 80% of your pre-retirement income.…
Tag: retirement strategy session
What Insurance Do You Need When Preparing for Retirement?
Today is National Insurance Day! This unique holiday is a reminder of how insurance plays an important role in offering a person peace of mind – knowing that you are…
The Smart Retirement Move
The decision to relocate for retirement can be an emotional one, a hugely exciting yet massive financial event. While some people buy bigger, grander or more expensive retirement homes, downsizing…
4 Strategies for Retirees as Volatility Returns
Expected or unexpected, volatile stock markets are causing a great amount of anxiety among retirees. In fact, a recent American College survey (of retirement income professionals) showed that over 60%…
How to Ease Your Worries About Unstable Markets in Retirement
When you’re investing for retirement, your main task is to establish a long-term goal and plot out a portfolio that will get you there. But it’s also crucial to be…
CKS White Paper in the Spotlight - Understanding Required Minimum Distributions
In this White Paper from CKS Summit Group we take a look into government tax-incentivized Required Minimum Distributions (or RMDs). You’ll learn more about when to take the RMDs, how…