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19Sep
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Understanding the CKS Lifetime Portfolio
By CKS Summit Groupin Blog

Understanding the CKS Lifetime Portfolio

Amid the myriad of retirement planning options available in 2023, selecting the optimal portfolio becomes a challenge. CKS Summit Group stands out by optimizing your retirement benefits with the CKS…

02Aug
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Planning for Unexpected Expenses: Building Your Emergency Fund
By CKS Summit Groupin Blog

Planning for Unexpected Expenses: Building Your Emergency Fund

Life is full of surprises. Some are pleasant, but some can negatively affect your retirement lifestyle. Here’s how to protect your nest egg and plan for whatever life throws your…

01Aug
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Embracing Retirement Planning on National Baby Boomer Recognition Day.
By CKS Summit Groupin Blog

Embracing Retirement Planning on National Baby Boomer Recognition Day.

The Baby Boomer generation has made a profound impact on the future of retirement planning. Here’s how you can best prepare right now, no matter what age or stage of…

23Jun
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Retirement Income Planning as a Couple
By CKS Summit Groupin Blog

Retirement Income Planning as a Couple

Retirement planning as a couple can be an exciting adventure, filled with dreams of shared experiences and golden years spent together. However, it presents a unique set of challenges.  Retirement…

21Jun
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Discovering the Right Time to Hire a Financial Advisor
By CKS Summit Groupin Blog, Business, Investment, Wealth Management

Discovering the Right Time to Hire a Financial Advisor

Having a financial advisor by your side can make all the difference in achieving your financial goals. Wealth management is a crucial yet frequently neglected responsibility in adulthood. Collaborating with…

16Jun
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Maximizing Your Retirement Income: 5 Tips for Long-Term Financial Security
By CKS Summit Groupin Blog

Maximizing Your Retirement Income: 5 Tips for Long-Term Financial Security

Retirement is when you can finally enjoy the adventures and leisure activities you dream of. But to truly relish these experiences, it’s necessary to have a solid financial plan in…

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CKS Summit Group offers a new paradigm in retirement income generation. Come experience the CKS difference.

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Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
Financial Conversations to Have With Dad This Father’s Day
Financial Conversations to Have With Dad This Father’s Day
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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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