Welcome to 2023! As we kick off a brand new year, now is the perfect time to reflect on the past 365 days and apply those harsh lessons to the…
Tag: retirement strategy
Gray Divorce & Your Retirement Plan
The holidays are known for bringing friends and families together. But it’s also a time when divorce rates peak. If you are close to or in retirement and considering a…
Which Retirement Income Portfolio is Right for You in 2023?
Here’s how to find the best retirement plans to save for your future with CKS Summit Group. Gone are the days when workers could count on an employee pension plan…
Retirement Planning Moves to Help Mitigate Taxes
Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…
Why You Should Never Delay Retirement Planning
Americans’ finances are being squeezed as inflation pushes up prices on things such as rent, groceries and gasoline. As a result, many are putting off saving for retirement. But the…
Retirement and Tax Strategy for High Earners in 2022
If you’re interested in contributing to a Roth IRA but your income exceeds IRS limits, you still have options to save for retirement in a tax-smart way. As an introduction,…