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March
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March

Month: March 2023

31Mar
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4 Key Benefits of Working With a Wealth Manager
By CKS Summit Groupin Blog, Business, Wealth Management

4 Key Benefits of Working With a Wealth Manager

Wealth managers have a range of responsibilities beyond simply finding suitable investments for their clients. Here are three reasons why you might need a wealth manager, and how to choose…

24Mar
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How to Pay Less Tax on Retirement Account Withdrawals
By CKS Summit Groupin Blog

How to Pay Less Tax on Retirement Account Withdrawals

There are a variety of tax deductions and credits available to people who save for retirement. Retirement accounts such as 401(k)s and IRAs are a popular way to save for…

17Mar
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Exploring Retirement Options: Top Themes to Consider in 2023
By CKS Summit Groupin Blog

Exploring Retirement Options: Top Themes to Consider in 2023

Do you have enough to retire? Are you sure? When considering the best retirement planning strategy, you need to find the best plan that revolves around you and your retirement…

09Mar
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4 Costs to Include In Your Retirement Budget
By CKS Summit Groupin Blog, Business

4 Costs to Include In Your Retirement Budget

Think you’ve covered all your potential retirement expenses? These four unexpected costs can derail your retirement. Retirement is often portrayed as a time of relaxation, leisure, and enjoyment. But it…

03Mar
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Why Claiming Social Security Early Might Be Beneficial: 3 Key Benefits
By CKS Summit Groupin Blog

Why Claiming Social Security Early Might Be Beneficial: 3 Key Benefits

When it comes to retirement planning, one important decision is when to start claiming Social Security benefits. The good news is that you have a lot of flexibility in choosing…

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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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