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Category: Planning

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

28Nov
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Retirement Plan Balances Are on the Up - But Will it be Enough?
By CKS Summit Groupin Planning

Retirement Plan Balances Are on the Up - But Will it be Enough?

Great news for all you retirement savers out there, as CKS Summit Group previously reported the IRS says you will be able to contribute more to your retirement accounts in…

14Nov
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New 401(k) and IRA Limit Boost for 2019
By CKS Summit Groupin Planning

New 401(k) and IRA Limit Boost for 2019

The word is out… workers are eligible to contribute $500 more to retirement accounts next year. Good news for those saving for retirement as employees who participate in 401(k), 403(b)…

07Nov
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3 Reasons Parents Should Save for Retirement Over College Funding
By CKS Summit Groupin Investment, Planning

3 Reasons Parents Should Save for Retirement Over College Funding

If you’re like most parents, your kids come first – always. But if you’re trying to save for your retirement and your child’s college fund, remember this: College is typically…

23Oct
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3 Tips for Retiring Couples with Big Age Gaps
By CKS Summit Groupin Planning

3 Tips for Retiring Couples with Big Age Gaps

We all know the saying “love knows no age” however it can cause some major confusion when couples start to retire.  (more…)

18Oct
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Retirement Portfolios and Market Volatility
By CKS Summit Groupin Blog, Investment, Planning

Retirement Portfolios and Market Volatility

Many Americans on retirement’s doorstep are anxious about the market right now, asking “What is the best thing to do if the market keeps crashing or we go into another…

12Oct
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Why You Shouldn't Put off Planning for Retirement
By CKS Summit Groupin Investment, Planning

Why You Shouldn't Put off Planning for Retirement

Despite experts recommending to aim for at least $1 million in retirement savings, nearly one in three Americans have less than $5,000 accumulated. The longer Americans put off saving for…

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Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
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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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