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Month: May 2016

20May
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What To Do If You Inherit an IRA
By CKS Summit Groupin Blog

What To Do If You Inherit an IRA

We know IRAs come with their own set of rules–minimum age for withdrawals, required minimum distributions after a certain age, taxes, and penalties to enforce them. But what happens when…

13May
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Why Having a Will Is the Way-- Where Prince Went Wrong
By CKS Summit Groupin Blog

Why Having a Will Is the Way-- Where Prince Went Wrong

We’ve all seen it in the news lately. The meticulous Prince died without a will. The claims on his estate are already beginning to roll in, from siblings and relatives…

06May
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Physical & Mental Health Keep Golden Years Golden
By CKS Summit Groupin Blog

Physical & Mental Health Keep Golden Years Golden

Going into retirement, we spend a lot of time focused on being financially prepared. But we often neglect to think about how we are going to maintain our health. Being…

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Investment Advisory Services offered by Nicole Caicedo are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. CKS Summit Group and Sound Income Strategies, LLC are not associated entities.

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