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Tag: financial advisor

08Aug
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Making Your Money Last Longer in Retirement
By CKS Summit Groupin Blog

Making Your Money Last Longer in Retirement

As people are living longer, traditional retirement planning is evolving into longevity planning. This new approach requires a holistic perspective that considers the individual, family, and societal factors to ensure…

31Jul
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CKS Lifetime Income Portfolios: A Path to Secure Retirement
By CKS Summit Groupin Blog

CKS Lifetime Income Portfolios: A Path to Secure Retirement

Retirement planning can be complex, but with the right guidance, you can secure a comfortable and stable future.  One option worth considering is the CKS Lifetime Income Portfolio. These portfolios…

25Jul
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How to Reduce Financial Stress in Retirement
By CKS Summit Groupin Blog

How to Reduce Financial Stress in Retirement

Retirement should be a time of relaxation and enjoyment, but financial concerns can often overshadow these years. Reducing financial stress in retirement involves a combination of careful planning, smart financial…

26Jun
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Must-Ask Questions When Hiring a Financial Advisor
By CKS Summit Groupin Blog

Must-Ask Questions When Hiring a Financial Advisor

Finding a financial advisor is a crucial step in managing your finances effectively. This is especially important as you near retirement age.  A good advisor can help you navigate through…

21May
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Retirement Planning with CKS Summit Group
By CKS Summit Groupin Blog

Retirement Planning with CKS Summit Group

Planning for retirement can seem daunting, but with the right guidance and a well-structured plan, it can be a smooth and fulfilling transition. Retirement is a significant milestone in life,…

15May
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Answering the Top 5 FAQs About Retirement Planning
By CKS Summit Groupin Blog

Answering the Top 5 FAQs About Retirement Planning

Retirement planning is a crucial aspect of financial management that often raises numerous questions for many approaching their golden years. The closer you get to transitioning, the more crucial it…

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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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