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2021
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Year: 2021

30Dec
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2022 Retirement Planning: Is $2Million the new $1Million?
By CKS Summit Groupin Blog, Business

2022 Retirement Planning: Is $2Million the new $1Million?

As we make it through another year of higher taxes and rising inflation, we ask ourselves, “Will my retirement savings be enough?” If you are close to transitioning to retirement,…

22Dec
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3 Ways to Help You Start Your New Year's Financial Planning Now
By CKS Summit Groupin Blog, Business

3 Ways to Help You Start Your New Year's Financial Planning Now

A new year means new resolutions. So why not start with your financial resolutions? But before you can make progress on new goals, you need to know where you are. What’s…

17Dec
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End-of-Year Tax Planning with CKS Summit Group
By CKS Summit Groupin Blog, Business

End-of-Year Tax Planning with CKS Summit Group

2022 is nigh, and amidst planning for the holidays and gearing up for those New Year’s resolutions, there’s another subject that should be top of mind: taxes. As we reach…

01Dec
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Financial FAQs: What to Ask Your Advisor in 2022
By CKS Summit Groupin Blog, Business

Financial FAQs: What to Ask Your Advisor in 2022

When it comes to wealth building and retirement planning, you can’t overestimate the importance of having a great financial advisor. Whether you’re considering hiring an advisor for the first time,…

26Nov
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Why the 4% Rule is Outdated
By CKS Summit Groupin Blog, Business

Why the 4% Rule is Outdated

The 4% rule is a common rule of thumb in retirement planning to help you avoid running out of money in retirement. However, there are a number caveats you should…

17Nov
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How Much Can You Contribute to a 401(k) Retirement Account in 2022?
By CKS Summit Groupin Blog, Business

How Much Can You Contribute to a 401(k) Retirement Account in 2022?

401(k) limits are going up next year. If you’re planning for retirement, here’s what you need to know. A 401(k) plan is a retirement savings plan offered by many American…

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How to Pay Less Tax on Retirement Account Withdrawals
How to Pay Less Tax on Retirement Account Withdrawals
Exploring Retirement Options: Top Themes to Consider in 2023
Exploring Retirement Options: Top Themes to Consider in 2023
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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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