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The Importance of Short-Term and Long-Term Goals for Retirement Planning

Retirement planning is one of the most important financial steps in life, and it takes thoughtful planning and ongoing effort. It’s not just about saving money for the future; it’s about making smart decisions today to secure your financial well-being later. A successful retirement strategy is built around two types of goals: short-term goals, which …

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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 forward. Retirement is when people can finally enjoy the fruits of their labor and pursue their passions. But balancing the present and securing your financial …

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The One Strategy to Crush Your Retirement Planning Goals in 2021.

Did you make any resolutions concerning your personal finances last January? While many fell off their savings plan this year due to COVID-19, there is one move to make to before the year-end to get you back on track in the new year. For many people, this year has been quite a roller coaster ride. …

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Retirement Goals: 3 Million is the New 1 Million

For decades, many savers have had the same goal in mind for their retirement future: 1 million dollars. If you and your 401(k) plan have ridden through the market and made it out with $1 million, that’s great! For those that are still working towards that $1 million retirement savings, we have some bad news. …

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How Tax Planning Changes After You Retire

For many, retirement marks the end of earning a paycheck, but it’s not the end of paying taxes. In fact, retirement often brings new complexities when it comes to managing your tax bill. From Social Security and required minimum distributions (RMDs) to shifting income sources and healthcare costs, your tax strategy must evolve with your …

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Mid-Year Money Check: Why Your Retirement Plan Deserves a Q2 Review

The year is officially halfway over, and that makes right now one of the most important times to hit pause, take stock, and make sure your retirement plan is still aligned with your goals. At CKS Summit Group, we call this your Mid-Year Financial Check-In – a strategic moment to revisit key areas of your …

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How Tax Planning Changes After You Retire
How Tax Planning Changes After You Retire
Mid-Year Money Check: Why Your Retirement Plan Deserves a Q2 Review
Mid-Year Money Check: Why Your Retirement Plan Deserves a Q2 Review
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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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