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Tag: investment portfolio

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…

09Mar
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Market Volatility and Your Retirement Plan
By CKS Summit Groupin Blog, Business

Market Volatility and Your Retirement Plan

Navigating retirement savings during volatile markets is no easy task and can startle even the most experienced planners. No matter where you are on your retirement path, it’s important to…

08Aug
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How Women Can Reduce the Retirement Income Gap
By CKS Summit Groupin Blog, Business, Investment, Planning

How Women Can Reduce the Retirement Income Gap

It’s no secret that many American’s struggle when it comes to saving for retirement, but the gender wage gap makes it even harder for women. In fact, the overall gender…

27Jul
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Tax and Retirement Strategy for High Earners in 2018
By CKS Summit Groupin Blog

Tax and Retirement Strategy for High Earners in 2018

If you want a more secure financial future and retirement, it may be time to consider using a Roth IRA. (more…)

20Jul
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3 Signs You Need to Revisit Your Retirement Plan
By CKS Summit Groupin Blog, Investment, Planning

3 Signs You Need to Revisit Your Retirement Plan

We’re already half way through 2018, so it may be time to assess your ongoing retirement plan to make sure you’re still on track with the progress you’re making. Your…

11Jul
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Retirement is Meant to be Enjoyed!
By CKS Summit Groupin Blog

Retirement is Meant to be Enjoyed!

Trying to successfully plan out your retirement income strategy alone can be extremely risky, but entrusting your future to a stranger can be equally daunting. In today′s world, the importance…

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Are You Part of the ‘Peak 65’ Generation? Here’s What to Do Before Retiring
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Breaking Down the Most Common Financial Vehicles for Retirement: Which Ones Are Right for You?
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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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