Will the Inflation Reduction Act of 2022 live up to its name in 2023? And what does it mean for your nest egg? The Inflation Reduction Act, passed by Congress…
Tag: financial advisor

Help Mitigate Retirement Risk in 2023
Welcome to 2023! As we kick off a brand new year, now is the perfect time to reflect on the past 365 days and apply those harsh lessons to the…

Finding a Better Retirement Income Advisor in 2023
Selecting a financial advisor is a major life decision, one that can alter your financial trajectory for decades to come. Especially when you are near to retirement. It may have…

Gray Divorce & Your Retirement Plan
The holidays are known for bringing friends and families together. But it’s also a time when divorce rates peak. If you are close to or in retirement and considering a…

Which Retirement Income Portfolio is Right for You in 2023?
Here’s how to find the best retirement plans to save for your future with CKS Summit Group. Gone are the days when workers could count on an employee pension plan…

Healthy, Wealthy and Meaningful Retirement Planning
With the arrival of the holidays, thoughts are turned to more sentimental issues such as spending time with loved ones and how we can make a better future for us…