Today is National Insurance Day! This unique holiday is a reminder of how insurance plays an important role in offering a person peace of mind – knowing that you are…
Tag: retirement strategy session
The Smart Retirement Move
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…
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%…
How to Ease Your Worries About Unstable Markets in Retirement
When you’re investing for retirement, your main task is to establish a long-term goal and plot out a portfolio that will get you there. But it’s also crucial to be…
CKS White Paper in the Spotlight - Understanding Required Minimum Distributions
In this White Paper from CKS Summit Group we take a look into government tax-incentivized Required Minimum Distributions (or RMDs). You’ll learn more about when to take the RMDs, how…
Why Women Should Be Strategizing Their Retirement Savings Differently Than Men
In light of the recent celebration of International Women’s Day, many ladies all over the globe are celebrating the many things that make them amazing. However, there are still some…