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…
Author: CKS Summit Group

The New Evolution of Retirement Planning
Preparing for retirement demands more than traditional, one-size-fits-all solutions in today’s ever-evolving financial landscape. With the average retirement age now around 64 for men and 62 for women and people…

What Are Annuities?
For investors approaching retirement, navigating the landscape of retirement income options can often feel overwhelming. One solution that often comes up in discussions is annuities. But what exactly are annuities,…

The Importance of Short-Term and Long-Term Goals for Retirement Planning
Retirement planning is one of the most important financial steps in life, and it takes thoughtful planning and ongoing effort. It’s not just about saving money for the future; it’s…

Common Investment Mistakes and How to Avoid Them
Investing for retirement can be a complex and daunting task, particularly for individuals with substantial assets. The more wealth you have to manage, the higher the stakes, and the potential…

Asset Protection: Safeguarding Wealth for High-Net-Worth Retirees
According to a recent study, around 57% of wealthy Americans said growing and protecting their wealth is their number one priority. For high-net-worth individuals (HNWIs) and affluent families, asset protection…