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October
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Month: October 2023

26Oct
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Navigating Retirement Planning Through Divorce
By CKS Summit Groupin Blog

Navigating Retirement Planning Through Divorce

Divorce is skyrocketing amongst baby boomers. Here’s what you need to know when going through a late-in-life divorce. Planning for your golden years is an ongoing and complex task, and…

20Oct
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Why a Wealth Manager is Essential for Your Financial Future
By CKS Summit Groupin Blog

Why a Wealth Manager is Essential for Your Financial Future

When it comes to managing your finances, the guidance of a wealth manager can be invaluable. But what precisely do these professionals offer beyond suggesting where to invest your money?…

10Oct
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Safeguarding Your Retirement
By CKS Summit Groupin Blog

Safeguarding Your Retirement

As we get closer to the end of 2023, it’s crucial to look back on the past year, learn from its challenges, and employ strategies to make 2024 your most…

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Recent News
Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
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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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