The decision to relocate for retirement can be an emotional one, a hugely exciting yet massive financial event. While some people buy bigger, grander or more expensive retirement homes, downsizing…
Tag: retirement portfolio

Social Security Program Costs Will Exceed Income This Year
The Social Security program’s costs are expected to exceed its income this year, marking the first time that has happened since 1982 and forcing the U.S. government to dip into…

Why You Still Need to Budget in Retirement
Ssshhhhh… Can you hear that? It’s the sweet sound of retirement approaching! The time you’ve been dreaming about for decades is nearly here. No matter how large your investment portfolio…

The Three Stages Of Baby Boomers
Did you miss the recent Forbes article by President of CKS Summit Group, Al Caiceido? Here’s another chance to catch The Three Stages Of Baby Boomers. (more…)

How to Retire a Millionaire
In honor of ‘Be a Millionaire Day’ CKS Summit Group gives you 4 tips on what you can do to improve your chances of reaching seven figures by the time…

4 Strategies for Retirees as Volatility Returns
Expected or unexpected, volatile stock markets are causing a great amount of anxiety among retirees. In fact, a recent American College survey (of retirement income professionals) showed that over 60%…