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July
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Month: July 2021

28Jul
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Why are Women Taking Less Part in Couples’ Retirement Planning?
By CKS Summit Groupin Blog, Business

Why are Women Taking Less Part in Couples’ Retirement Planning?

New research finds that women tend to leave crucial money moves up to their spouses or significant others, which sets them back financially. But couples can take several steps to…

21Jul
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Be Wary of Bad Retirement Advice
By CKS Summit Groupin Blog, Business

Be Wary of Bad Retirement Advice

When it comes to financial planning and preparing for retirement, many people will chime in with suggestions and advice. However, that advice – well intentioned or not – could prove…

14Jul
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What is the CKS Lifetime Portfolio?
By CKS Summit Groupin Blog, Business

What is the CKS Lifetime Portfolio?

In 2021, there’s an overwhelming amount of retirement planning options out there. So how do you choose the best plan for you? Let’s take a deeper look at how CKS…

07Jul
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Benefits of Pre-Tax Retirement Accounts
By CKS Summit Groupin Blog, Business

Benefits of Pre-Tax Retirement Accounts

When it comes to saving for retirement, you have many different retirement accounts to choose from. By understanding how tax-efficient strategies can affect your retirement, you have a greater chance…

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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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