When it comes to financial planning and preparing for retirement, many people will chime in with suggestions and advice. However, that advice – well intentioned or not – could prove…
Tag: retirement advisor
What is the CKS Lifetime Portfolio?
In 2021, there’s an overwhelming amount of retirement planning options out there. So how do you choose the best plan for you? Let’s take a deeper look at how CKS…
Breaking Down the Proposed AMORE Act.
The AMORE Act is intended for those who couldn’t afford to make contributions because of COVID-19. The introduced COVID Catch-Up Bill would allow individuals to compare their actual contributions to…
How to Decide When to Hire a Retirement Advisor.
Making long-term decisions about money can be difficult and even a little overwhelming. When it comes to planning for retirement, financial advisors can help you navigate the simple and complex…
Understanding the SECURE Act.
What is the SECURE Act and how could it affect your retirement? CKS Summit Group is here to help you learn about the changes to IRAs, 401(k)s, RMDs, and more.…
4 Retirement Mistakes Advisors See Too Often.
Taking the time and planning for retirement isn’t just a luxury. It is a necessity. However, it can be confusing. As a result, there are several common mistakes people make.…