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…
Tag: tax planning
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…
How Not To Invest: Common Investment Mistakes
Investing can be a powerful tool for building long-term wealth, but many individuals unknowingly make mistakes that hinder their financial progress. Whether it’s following misleading advice, misunderstanding financial concepts, or…
Last-Minute Tax Planning for 2024
As we approach the 2024 tax filing season, it’s crucial for high-net-worth retirees to stay informed about recent policy changes and their potential impact on tax planning strategies. Last-minute tax…
The Role of Taxes in Wealth Building
As retirement approaches, affluent Americans must address numerous questions to preserve and grow their wealth. Among these, taxes play a pivotal role—yet they’re often overlooked in wealth-building strategies. For those…
The Importance of Estate Planning
As you approach retirement, estate planning might not be top of your priority list. However, for those with substantial wealth, ensuring your financial legacy is critical. Estate planning is not…