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Year: 2024

20Aug
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Navigating Retirement Savings: How to Maximize Your 401(k) and IRA Contributions
By CKS Summit Groupin Blog

Navigating Retirement Savings: How to Maximize Your 401(k) and IRA Contributions

Saving for retirement is one of the most crucial financial goals you’ll ever have. If you’re not correctly maximizing your retirement accounts, you could be leaving valuable money on the…

15Aug
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Finding the Right Balance in Your Investment Portfolio 
By CKS Summit Groupin Blog

Finding the Right Balance in Your Investment Portfolio 

One of the most common debates in investing revolves around diversification and concentration. Both strategies have advocates and merits, but finding the right balance is key to achieving your financial…

13Aug
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Understanding Annuities: Pros and Cons
By CKS Summit Groupin Blog

Understanding Annuities: Pros and Cons

As people live longer and the fear of outliving their savings grows, annuities have become an increasingly popular option for providing financial security in retirement. However, while they promise steady…

08Aug
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Making Your Money Last Longer in Retirement
By CKS Summit Groupin Blog

Making Your Money Last Longer in Retirement

As people are living longer, traditional retirement planning is evolving into longevity planning. This new approach requires a holistic perspective that considers the individual, family, and societal factors to ensure…

31Jul
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CKS Lifetime Income Portfolios: A Path to Secure Retirement
By CKS Summit Groupin Blog

CKS Lifetime Income Portfolios: A Path to Secure Retirement

Retirement planning can be complex, but with the right guidance, you can secure a comfortable and stable future.  One option worth considering is the CKS Lifetime Income Portfolio. These portfolios…

25Jul
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How to Reduce Financial Stress in Retirement
By CKS Summit Groupin Blog

How to Reduce Financial Stress in Retirement

Retirement should be a time of relaxation and enjoyment, but financial concerns can often overshadow these years. Reducing financial stress in retirement involves a combination of careful planning, smart financial…

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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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