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Category: Planning

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

17Jul
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How Much Money do you Need in Retirement?
By CKS Summit Groupin Blog, Business, Investment, Planning

How Much Money do you Need in Retirement?

Building a large enough nest egg to finance the kind of retirement you’re hoping for is a task that takes decades. But how much you need to retire? It all…

10Jul
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Putting Yourself First in Retirement
By CKS Summit Groupin Planning, Strategic

Putting Yourself First in Retirement

You’ve spent your life taking care of your career and your family. Now it’s time retire and make this stage of life all about you. No doubt about it: you…

26Jun
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Insurance Policies Once you Retire
By CKS Summit Groupin Blog, Planning

Insurance Policies Once you Retire

This Friday (June 28) is Insurance Awareness Day. Consider finding out more about what types of insurance will help protect your health and wealth as you head into retirement. Everything…

13Jun
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Retirement Planning After Losing a Spouse
By CKS Summit Groupin Blog, Planning, Women's Empowerment

Retirement Planning After Losing a Spouse

The emotional upset can be enormous when a spouse passes away. Decisions you make now will impact your future, so it’s important that you’re emotionally ready to start sorting through…

05Jun
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Retirement Planning for the Self-Employed
By CKS Summit Groupin Blog, Business, Planning, Strategic

Retirement Planning for the Self-Employed

Being self-employed gives you a certain measure of freedom, but it doesn’t mean you can skip out on carefully planning and saving for retirement. While self-employed individuals have the autonomy…

28May
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Ready to Create Wealth? Consider These 4 Financial Management Tips
By CKS Summit Groupin Business, Investment, Planning

Ready to Create Wealth? Consider These 4 Financial Management Tips

Trips to visit grandchildren, long vacations, and family celebrations hosted at your paid-for home. That’s the kind of retirement many Americans wish for. To achieve this dream, you have to…

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The Psychology of Retirement: How to Stay Financially and Emotionally Balanced
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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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