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April
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Month: April 2024

30Apr
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Guiding Retirement with Substantial Age Differences
By CKS Summit Groupin Blog

Guiding Retirement with Substantial Age Differences

Planning for retirement is a monumental task for any couple, but it becomes even more intricate when there’s a substantial age difference between partners.  Age gaps of 10, 15, or…

23Apr
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The Blunt Truth: Balancing Family, Finances, and Stability
By CKS Summit Groupin Blog

The Blunt Truth: Balancing Family, Finances, and Stability

In the whirlwind of life, few things rival the challenge of balancing the needs of children, the demands of financial stability, and the long-term vision of retirement. For high-net-worth individuals…

17Apr
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Conquering Financial Independence
By CKS Summit Groupin Blog

Conquering Financial Independence

Navigating the journey toward financial stability and eventual retirement is a multifaceted endeavor requiring insight, strategy, and proactive decision-making. As we celebrate International Financial Independence Awareness Day, it’s crucial to…

12Apr
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Ensuring Your Retirement Funds Endure
By CKS Summit Groupin Blog

Ensuring Your Retirement Funds Endure

The importance of long-term financial planning for retirement cannot be overstated. Your retirement nest egg represents the culmination of years of hard work, and it’s vital to ensure that it…

05Apr
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Mastering Wealth Management
By CKS Summit Groupin Blog

Mastering Wealth Management

Financial stress can originate from various sources, yet with the right strategies and support, regaining control of your wealth is attainable. Wealth management goes beyond merely amassing assets; it entails…

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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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