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Category: Business

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

14Jul
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What is the CKS Lifetime Portfolio?
By CKS Summit Groupin Blog, Business

What is the CKS Lifetime Portfolio?

In 2021, there’s an overwhelming amount of retirement planning options out there. So how do you choose the best plan for you? Let’s take a deeper look at how CKS…

07Jul
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Benefits of Pre-Tax Retirement Accounts
By CKS Summit Groupin Blog, Business

Benefits of Pre-Tax Retirement Accounts

When it comes to saving for retirement, you have many different retirement accounts to choose from. By understanding how tax-efficient strategies can affect your retirement, you have a greater chance…

30Jun
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Retirement Planning Hacks for Late Starters
By CKS Summit Groupin Blog, Business

Retirement Planning Hacks for Late Starters

If you are someone who got a late start saving for retirement, you may fear that it is out of reach. But in reality, catching up on your retirement savings…

23Jun
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Retirement Moves to Make in Your 50s
By CKS Summit Groupin Blog, Business

Retirement Moves to Make in Your 50s

In today′s world, the importance of a well-executed retirement plan cannot be underestimated. If you’re in your 50s and feel unprepared for your golden years, there’s still time to give…

16Jun
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How to Strengthen Your Retirement Planning after COVID.
By CKS Summit Groupin Blog, Business

How to Strengthen Your Retirement Planning after COVID.

The worst of the pandemic is hopefully behind us. So how do we strengthen our retirement outlook after taking such a huge financial hit? When planning for your retirement, you’ll…

10Jun
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What to do to Prepare for Tax Law Changes
By CKS Summit Groupin Blog, Business

What to do to Prepare for Tax Law Changes

President Biden has unveiled proposals for significant changes to the individual tax code. The tax changes are to be substantial, and to include corporate, individual and capital gains tax rate increases,…

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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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