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Tag: financial advisor

04May
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Reverse Mortgages and Retirement Income Planning.
By CKS Summit Groupin Blog, Business

Reverse Mortgages and Retirement Income Planning.

A reverse mortgage loan, like a traditional mortgage, allows homeowners to borrow money using their home as security for the loan. But is a reverse mortgage the right tool for retirement planning?…

20Apr
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Does Divorce Affect Retirement?
By CKS Summit Groupin Blog, Business

Does Divorce Affect Retirement?

When it comes to planning for retirement, divorce presents some unique challenges. Going through a divorce is emotionally challenging, but it doesn’t have to derail your financial future. By taking…

30Mar
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Four Wealth Building Traits of the Rich
By CKS Summit Groupin Blog, Business

Four Wealth Building Traits of the Rich

The world’s wealthiest people keep close attention to the details and they don’t waste time. Here’s a look into why wealth is not only gained by passively reading or listening,…

16Mar
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#PlanLikeaWoman: Retirement Planning for Women on Women's History Month
By CKS Summit Groupin Blog, Business

#PlanLikeaWoman: Retirement Planning for Women on Women's History Month

As you may or may not know, March is Women’s History Month, and with that comes the need to ensure your advisor – male or female – is open to…

09Mar
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Market Volatility and Your Retirement Plan
By CKS Summit Groupin Blog, Business

Market Volatility and Your Retirement Plan

Navigating retirement savings during volatile markets is no easy task and can startle even the most experienced planners. No matter where you are on your retirement path, it’s important to…

02Mar
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Upgrade Your Wealth with a Financial Advisor
By CKS Summit Groupin Blog, Business

Upgrade Your Wealth with a Financial Advisor

A financial advisor can help you determine which stocks to buy and sell and avoid unnecessary risks. An advisor can also help you stick to your financial plan, which may…

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The “Hidden Tax” on Social Security: Why More Retirees Are Paying Than Ever
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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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