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May
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Month: May 2023

22May
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5 Mistakes to Avoid With a Roth IRA
By CKS Summit Groupin Blog

5 Mistakes to Avoid With a Roth IRA

A Roth IRA is a type of retirement account where you contribute after-tax money. However, there are a handful of common Roth IRA mistakes people make.  One of the great…

17May
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Balancing Short-Term and Long-Term Goals in Retirement
By CKS Summit Groupin Blog

Balancing Short-Term and Long-Term Goals in Retirement

As you try to balance long-term planning, your current needs, and your lifestyle, the retirement income advisors at CKS Summit Group are here to help you determine your best path…

11May
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Can You Secure Your Retirement Income With Annuities?
By CKS Summit Groupin Blog

Can You Secure Your Retirement Income With Annuities?

Annuities are a common financial instrument for creating retirement income. While they can provide financial security and peace of mind, they are not without their risks. Annuities are financial products…

04May
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Retired and Facing Divorce: What You Need to Know
By CKS Summit Groupin Blog

Retired and Facing Divorce: What You Need to Know

Divorce after 50, also called gray divorce, is seeing an unprecedented rise globally. As unsettling as it may feel to start all over again, there’s a lot you can do…

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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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