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Tag: financial advisor

01Dec
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Financial FAQs: What to Ask Your Advisor in 2022
By CKS Summit Groupin Blog, Business

Financial FAQs: What to Ask Your Advisor in 2022

When it comes to wealth building and retirement planning, you can’t overestimate the importance of having a great financial advisor. Whether you’re considering hiring an advisor for the first time,…

17Nov
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How Much Can You Contribute to a 401(k) Retirement Account in 2022?
By CKS Summit Groupin Blog, Business

How Much Can You Contribute to a 401(k) Retirement Account in 2022?

401(k) limits are going up next year. If you’re planning for retirement, here’s what you need to know. A 401(k) plan is a retirement savings plan offered by many American…

10Nov
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2022 Finance Checkup Tips
By CKS Summit Groupin Blog, Business

2022 Finance Checkup Tips

When a new year is around the corner, it’s important to make any necessary adjustments you need to reach your financial goals. Here is a look at what to include…

04Nov
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Planning for Retirement as a Couple in 2022
By CKS Summit Groupin Blog, Business

Planning for Retirement as a Couple in 2022

Many pre-retiree couples dream of the day when they can retire and sail off into the sunset together. However, there are both financial and emotional ramifications to retiring simultaneously compared…

27Oct
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Year-End Financial Planning 2021
By CKS Summit Groupin Blog, Business

Year-End Financial Planning 2021

With the penultimate month of the year right around the corner, there are several significant financial deadlines fast approaching.  Before you flip your calendar to November, consider making some of these…

21Oct
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5 Hair-Raising Retirement Facts (And how to avoid frightful financial mishaps)
By CKS Summit Groupin Blog, Business

5 Hair-Raising Retirement Facts (And how to avoid frightful financial mishaps)

Retirement needn’t be ghoulish. CKS Summit Group is here with these simple steps on how to avoid a ghastly retirement. When you work hard to save for retirement — which…

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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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