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25Jul
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Three Signs You Need a Financial Advisor
By CKS Summit Groupin Blog

Three Signs You Need a Financial Advisor

Hiring the right advisor is a major decision that you can make as it primarily concerns the management of your finances. Here are the key telltale signs you’re ready to…

12May
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Paying Off Debt vs. Investing Your Money
By CKS Summit Groupin Blog, Business

Paying Off Debt vs. Investing Your Money

The age-old dilemma; use your extra cash to invest or pay off existing debt. Either choice can make sense depending on your unique circumstances. Let’s delve a little deeper… Should…

28Feb
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What You Need to Know About IRA Conversions
By CKS Summit Groupin Investment, Planning, Strategic

What You Need to Know About IRA Conversions

The ability to convert regular IRA assets to Roth has not been available for long. Investors with more than $100,000 in assets have only just begun to enjoy the many…

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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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