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Year: 2019

14Aug
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Portfolio Management 101
By CKS Summit Groupin Blog, Investment, Strategic

Portfolio Management 101

Retirement income management is all about making sure your retirement savings provide enough income for your needs, and that you don’t outlive your assets. This starts with setting up and…

07Aug
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What You Need to Know About RMDs.
By CKS Summit Groupin Blog, Investment

What You Need to Know About RMDs.

Required Minimum Distributions (RMDs) are an important part of your financial landscape in retirement. Here’s the basics of what you need to know as you approach retirement. When planning for…

31Jul
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Making Your Money Last in Retirement
By CKS Summit Groupin Blog, Business, Investment

Making Your Money Last in Retirement

To make sure your retirement nest egg goes the distance, you need some careful planning and expert advice. Every upcoming retiree wants to know how long their money will last…

24Jul
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Why Choose CKS Summit Group for Your Financial Planning Needs?
By CKS Summit Groupin Blog, Investment, Planning

Why Choose CKS Summit Group for Your Financial Planning Needs?

Why should you use a financial advisor at all? Here, CKS Summit Group reveals the top three reasons you should consider turning things over to a professional as you approach…

17Jul
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How Much Money do you Need in Retirement?
By CKS Summit Groupin Blog, Business, Investment, Planning

How Much Money do you Need in Retirement?

Building a large enough nest egg to finance the kind of retirement you’re hoping for is a task that takes decades. But how much you need to retire? It all…

10Jul
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Putting Yourself First in Retirement
By CKS Summit Groupin Planning, Strategic

Putting Yourself First in Retirement

You’ve spent your life taking care of your career and your family. Now it’s time retire and make this stage of life all about you. No doubt about it: you…

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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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