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

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…

15Apr
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Is Your Planned Retirement Age Realistic?
By CKS Summit Groupin Blog, Business, Planning

Is Your Planned Retirement Age Realistic?

Americans across the board want to retire early, but their savings habits are hardly conducive to meeting that goal. When should I retire? It’s a question that depends on your…

02Apr
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Future Financial Planning During a Crisis.
By CKS Summit Groupin Business, Planning, Retirement Planning for Women

Future Financial Planning During a Crisis.

After weeks of financial mayhem you may feel you’ve had enough when it comes to planning for the future. And who could blame you? However, you could miss important financial…

27Mar
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The Sandwich Generation: How to Financially Balance Parents and Children.
By CKS Summit Groupin Planning, Retirement Planning for Women

The Sandwich Generation: How to Financially Balance Parents and Children.

It’s hard to care for kids and parents while saving for retirement. Supporting others shouldn’t mean sacrificing your own financial future and well-being. Here are some tactics for minimizing the…

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Retiring with $1 Million? Here are 5 Tips to Help You Thrive
Retiring with $1 Million? Here are 5 Tips to Help You Thrive
How to Save Money on Taxes in 2023
How to Save Money on Taxes in 2023
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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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