True wealth is more than just money. It’s living your life freely. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your…
Year: 2022

Am I Due a Tax Refund in 2022?
TAX SEASON IS UNDERWAY! The IRS announced that the 2022 tax filing season opened this Monday (January 24th, 2022). It’s the third coronavirus pandemic tax filing season, and again, that’s…

How to Decide if it’s Time to Hire a Financial Advisor
Properly managing your investments and making the right financial decisions takes time, skill, and effort. If you’re not working with a financial advisor, will you really do it yourself? The…

Planning for a Wealthy Retirement with CKS Summit Group
When you envision your retirement, what do you see yourself doing? Traveling to faraway places? Indulging in hobbies you didn’t have time to enjoy while in the workforce? Or pinching…

Will Inflation Sabotage Your Retirement in 2022?
A big threat to your retirement nest egg? You might be surprised how much inflation can nibble away at your retirement savings over time if you aren’t prepared. 2021 was…