Being your own boss comes with a variety of perks. However, it’s easy to get distracted from your future financial needs. Whether you’re trying to navigate an unpredictable income or…
Tag: retirement

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…

How Much Can You Contribute to a 401(k) Retirement Account in 2022?
401(k) limits are going up next year. If you’re planning for retirement, here’s what you need to know. A 401(k) plan is a retirement savings plan offered by many American…

2022 Finance Checkup Tips
When a new year is around the corner, it’s important to make any necessary adjustments you need to reach your financial goals. Here is a look at what to include…

Planning for Retirement as a Couple in 2022
Many pre-retiree couples dream of the day when they can retire and sail off into the sunset together. However, there are both financial and emotional ramifications to retiring simultaneously compared…

Year-End Financial Planning 2021
With the penultimate month of the year right around the corner, there are several significant financial deadlines fast approaching. Before you flip your calendar to November, consider making some of these…