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Category: Planning

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

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…

03Mar
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Caregiver Appreciation Day: Women Taking Care of Parents in Retirement.
By CKS Summit Groupin Business, Planning, Retirement Planning for Women

Caregiver Appreciation Day: Women Taking Care of Parents in Retirement.

Caring for aging parents still typically falls on women. On Caregiver Appreciation Day, CKS Summit Group looks into the negative effect this is having on women in retirement. Caring for…

10Feb
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How Women Can Benefit from the SECURE Act
By CKS Summit Groupin Business, Planning, Women's Empowerment

How Women Can Benefit from the SECURE Act

Women are undeniably in a worse position than men when it comes to retirement security. While the SECURE Act does nothing to lower the distribution amount for women vs. men,…

30Jan
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4 Surprising Expenses that can Crush Your Retirement Plans
By CKS Summit Groupin Blog, Planning

4 Surprising Expenses that can Crush Your Retirement Plans

We may not be able to stop some financial emergencies from happening, but we can improve our ability to handle them by planning for the worst-case scenario. Before you can…

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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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