Reaching a $1 million portfolio is an exciting milestone, marking a new phase in your financial journey. For many, this achievement signals the shift from wealth accumulation to wealth preservation,…
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The Benefits of Diversification: Why You Shouldn’t Put All Your Eggs in One Basket
CKS Summit Group understands that managing wealth effectively is essential to helping preserve financial security and achieve long-term goals. For those with substantial nest eggs, a fundamental principle of sound…
How to Be Financially Resilient in Times of Crisis
Financial resilience is the ability to withstand and adapt to economic challenges, helping ensure financial security even in uncertain times. For affluent Americans approaching retirement, building and maintaining resilience can…
10 Habits All Wealthy Retirees Have
For individuals who have built substantial wealth over the years, retirement planning goes beyond simply maintaining their lifestyle—it’s about preserving and growing their hard-earned assets to help support them in…
Wills and Trusts: What You Need to Know
Planning your estate is one of the most important steps you can take as you approach retirement. For affluent Americans, creating a detailed estate plan helps ensure that your legacy…
What is FIRE (Financial Independence, Retire Early) and Is It Right for You?
For decades, the traditional path to retirement involved working for 40+ years, saving diligently, and retiring in your 60s to enjoy your golden years. However, since the 2010s, the FIRE…