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Tag: financial advisor

02Sep
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Annuities vs Equities
By CKS Summit Groupin Blog, Business

Annuities vs Equities

Looking to optimize your retirement savings? Focusing on assets that drive portfolio growth with minimized risk is key. Find out which vehicles offer the best growth potential with CKS Summit…

27Aug
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Ways to Manage Your Wealth and Life Balance
By CKS Summit Groupin Blog, Business

Ways to Manage Your Wealth and Life Balance

Are you nearing retirement? Take control of your finances today and start to achieve your own wealth-life balance. Proper financial planning gives you the freedom to get more joy during…

18Aug
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The 2021 Retirement Bills You Should Know About
By CKS Summit Groupin Blog, Business

The 2021 Retirement Bills You Should Know About

Retirement security is again on the congressional agenda. And for good reason. Here are two key legislations to know that are designed to make it easier for Americans to plan…

30Jun
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Retirement Planning Hacks for Late Starters
By CKS Summit Groupin Blog, Business

Retirement Planning Hacks for Late Starters

If you are someone who got a late start saving for retirement, you may fear that it is out of reach. But in reality, catching up on your retirement savings…

02Apr
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Future Financial Planning During a Crisis.
By CKS Summit Groupin Business, Planning, Retirement Planning for Women

Future Financial Planning During a Crisis.

After weeks of financial mayhem you may feel you’ve had enough when it comes to planning for the future. And who could blame you? However, you could miss important financial…

06Mar
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Don't Rely on Luck in Retirement Planning
By CKS Summit Groupin Blog, Business, Planning

Don't Rely on Luck in Retirement Planning

St. Patrick’s Day is around the corner – and four-leaf clovers aside – banking on luck to retire well is a recipe for disaster. It’s never too early to start…

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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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