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Tag: financial planning

10Jun
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What to do to Prepare for Tax Law Changes
By CKS Summit Groupin Blog, Business

What to do to Prepare for Tax Law Changes

President Biden has unveiled proposals for significant changes to the individual tax code. The tax changes are to be substantial, and to include corporate, individual and capital gains tax rate increases,…

21Aug
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On Senior Citizen's Day, are You Preparing Your Financial Future?
By CKS Summit Groupin Blog, Planning, Strategic

On Senior Citizen's Day, are You Preparing Your Financial Future?

Today (August 21st) is Senior Citizens Day. A day that provides an opportunity to show appreciation for the dedication, accomplishments, and services they give throughout their lives.  But are you…

23Feb
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Inflation Risks That Current Retirees Face
By CKS Summit Groupin Buying Safe, Investment, Planning, Strategic

Inflation Risks That Current Retirees Face

Ongoing concerns of inflation are a worry for many, especially those nearing the age of retirement or those that are currently retired. Morningstar’s Jeremy Glaser and Christine Benz engaged in…

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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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