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Category: Planning

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

05Jun
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Living a Richer Life in Retirement
By CKS Summit Groupin Blog, Planning, Wealth Management

Living a Richer Life in Retirement

New seasons bring new challenges, ideas, and inspirations. In this blog, you’ll find tips on money moves you can make with your finances this summer to ease the end-of-year rush…

10Apr
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Should You Delay Your Retirement?
By CKS Summit Groupin Blog, Planning

Should You Delay Your Retirement?

As inflation persists, retirees face a challenging decision regarding retirement. The decision to retire or not is subjective, as everyone perceives retirement differently, and there is no one-size-fits-all solution. Most…

16Feb
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Retirement Planning 101: Answers to Your Top 6 FAQs
By CKS Summit Groupin Blog, Planning

Retirement Planning 101: Answers to Your Top 6 FAQs

Are you feeling lost in the world of retirement planning? With so many variables and unknowns, it’s not uncommon to have a long list of questions about how to fund…

26Jan
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Retiring with $1 Million? Here are 5 Tips to Help You Thrive
By CKS Summit Groupin Blog, Planning

Retiring with $1 Million? Here are 5 Tips to Help You Thrive

Retiring with $1 million in savings is an impressive accomplishment, but it’s important to remember that it’s just the beginning.  Having a significant nest egg gives you the opportunity to…

20Jan
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How to Save Money on Taxes in 2023
By CKS Summit Groupin Blog, Planning

How to Save Money on Taxes in 2023

It’s officially tax season. If you’re looking for ways to save money on your taxes, we want you to know that the financial professionals at CKS Summit Group are here…

09Dec
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The One Strategy to Crush Your Retirement Planning Goals in 2021.
By CKS Summit Groupin Blog, Planning, Strategic

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…

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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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