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26Mar
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Seniors, Here’s How You Can Help Protect Your Financial Data 
By CKS Summit Groupin Blog

Seniors, Here’s How You Can Help Protect Your Financial Data 

As we navigate an increasingly digital world, protecting your financial data has become more important than ever. For those approaching or already in retirement, securing your personal and financial information…

09May
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Making Your Money Last in Retirement
By CKS Summit Groupin Blog

Making Your Money Last in Retirement

Retirement signals the culmination of decades of hard work and financial planning. Yet, for many individuals, the fear of running out of money during retirement looms large.  With longer life…

17Apr
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Conquering Financial Independence
By CKS Summit Groupin Blog

Conquering Financial Independence

Navigating the journey toward financial stability and eventual retirement is a multifaceted endeavor requiring insight, strategy, and proactive decision-making. As we celebrate International Financial Independence Awareness Day, it’s crucial to…

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Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
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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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