As you approach your 50s, the significance of a well-crafted retirement plan cannot be overstated. If you find yourself feeling underprepared for your retirement years, don’t fret – there’s still…
Tag: estate planning
Why a Wealth Manager is Essential for Your Financial Future
When it comes to managing your finances, the guidance of a wealth manager can be invaluable. But what precisely do these professionals offer beyond suggesting where to invest your money?…
Steering Clear of Retirement Planning Mistakes in Your 40s
If you’ve hit the big 4-0, time, not money, is the most important factor when it comes to saving and investing for retirement. Your 40s are a pivotal decade for…
Leaving a Legacy: Deciding When to Give
Deciding whether to pass on your wealth ultimately impacts your retirement planning. If you choose to leave a financial inheritance to your loved ones, you need an estate plan in…
CKS Library Look-back: Are Your Allocations Right for Social Security?
Here we take a look into the right and wrongs of your social security financial allocations. Keep your retirement finances safe with CKS Summit Group.
Why Having a Will Is the Way-- Where Prince Went Wrong
We’ve all seen it in the news lately. The meticulous Prince died without a will. The claims on his estate are already beginning to roll in, from siblings and relatives…