When you’re living off your savings, unexpected expenses can undo years of diligent planning. Don’t get caught off guard by these often-overlooked expenses that could derail your dream retirement. When…
Tag: retirement strategy session
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…
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…
Are you Financially Ready for 2023?
Another year is coming to an end, but if you’re in the midst of planning for your golden years, the best time of the year is often the busiest time…
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…
Retiring with Large Age Gaps? Here's What Couples Should Know.
MIND THE AGE GAP. Retirement decisions are always complex. But they can be doubly so when a big age gap between spouses means wide variations in retirement dates, life expectancy,…