New research finds that women tend to leave crucial money moves up to their spouses or significant others, which sets them back financially. But couples can take several steps to…
Month: July 2021
![Be Wary of Bad Retirement Advice](https://www.summitgp.com/wp-content/uploads/2021/07/wary-bad-retirement-advice-feat-image.jpg)
Be Wary of Bad Retirement Advice
When it comes to financial planning and preparing for retirement, many people will chime in with suggestions and advice. However, that advice – well intentioned or not – could prove…
![What is the CKS Lifetime Portfolio?](https://www.summitgp.com/wp-content/uploads/2021/07/lifetime-portfolio-cover.jpg)
What is the CKS Lifetime Portfolio?
In 2021, there’s an overwhelming amount of retirement planning options out there. So how do you choose the best plan for you? Let’s take a deeper look at how CKS…
![Benefits of Pre-Tax Retirement Accounts](https://www.summitgp.com/wp-content/uploads/2021/07/FeaturedImage_pre-tax-benefits.png)
Benefits of Pre-Tax Retirement Accounts
When it comes to saving for retirement, you have many different retirement accounts to choose from. By understanding how tax-efficient strategies can affect your retirement, you have a greater chance…