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Category: Business

With decades of top experience, our team can advise businesses of any scale!

31Mar
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4 Key Benefits of Working With a Wealth Manager
By CKS Summit Groupin Blog, Business, Wealth Management

4 Key Benefits of Working With a Wealth Manager

Wealth managers have a range of responsibilities beyond simply finding suitable investments for their clients. Here are three reasons why you might need a wealth manager, and how to choose…

09Mar
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4 Costs to Include In Your Retirement Budget
By CKS Summit Groupin Blog, Business

4 Costs to Include In Your Retirement Budget

Think you’ve covered all your potential retirement expenses? These four unexpected costs can derail your retirement. Retirement is often portrayed as a time of relaxation, leisure, and enjoyment. But it…

13Jan
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Will the Inflation Reduction Act Really Break Rising Costs?
By CKS Summit Groupin Business

Will the Inflation Reduction Act Really Break Rising Costs?

Will the Inflation Reduction Act of 2022 live up to its name in 2023? And what does it mean for your nest egg? The Inflation Reduction Act, passed by Congress…

06Jan
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Retirement Planning as a Couple in 2023: Tips and Strategies
By CKS Summit Groupin Business

Retirement Planning as a Couple in 2023: Tips and Strategies

Whether you’ve been married 40 years, or on your fourth marriage, retirement planning as a couple needs specific strategies to make the most out of your retirement years. As a…

30Dec
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Help Mitigate Retirement Risk in 2023
By CKS Summit Groupin Business

Help Mitigate Retirement Risk in 2023

Welcome to 2023! As we kick off a brand new year, now is the perfect time to reflect on the past 365 days and apply those harsh lessons to the…

22Dec
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Exposing Five Hidden Costs in Retirement
By CKS Summit Groupin Business

Exposing Five Hidden Costs in Retirement

When you’re living off your savings, unexpected expenses can undo years of diligent planning. Don’t get caught off guard by these often-overlooked expenses that could derail your dream retirement. When…

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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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