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December
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Month: December 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,…

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Mid-Year Money Check: Why Your Retirement Plan Deserves a Q2 Review
Mid-Year Money Check: Why Your Retirement Plan Deserves a Q2 Review
The Psychology of Retirement: How to Stay Financially and Emotionally Balanced
The Psychology of Retirement: How to Stay Financially and Emotionally Balanced
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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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