For today’s retirees, creating income is no longer as simple as drawing from one account. Rising healthcare costs, inflation, market volatility, and changing tax laws all demand a more strategic…
Tag: retirement strategy
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
At CKS Summit Group, we believe retirees should not rely solely on Social Security for retirement income because it’s designed to be a supplement, not a primary source, and may…
How Tax Planning Changes After You Retire
For many, retirement marks the end of earning a paycheck, but it’s not the end of paying taxes. In fact, retirement often brings new complexities when it comes to managing…
Mid-Year Money Check: Why Your Retirement Plan Deserves a Q2 Review
The year is officially halfway over, and that makes right now one of the most important times to hit pause, take stock, and make sure your retirement plan is still…
Are You Part of the ‘Peak 65’ Generation? Here’s What to Do Before Retiring
The United States is experiencing a major milestone: more Americans are turning 65 than ever before. Known as the “Peak 65” generation, this wave of Baby Boomers entering retirement age…
Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
Planning for retirement can feel overwhelming, with a wide range of financial vehicles available, each with its own rules, benefits, and potential pitfalls. But when you understand how each one…