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Year: 2023

02Jun
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What Raising The Debt Ceiling Means for Retirees
By CKS Summit Groupin Blog

What Raising The Debt Ceiling Means for Retirees

As you embark on your retirement journey, ensuring the security of your financial future should be a top priority. With news of the recent debt ceiling limit being raised, many…

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…

26Apr
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Retirement Hacks: Age 60+
By CKS Summit Groupin Blog

Retirement Hacks: Age 60+

Planning for retirement can be challenging at any age, but it can be particularly daunting when you’re in your 60s. With the beginning of a new chapter in life, you…

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Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
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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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