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28May
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What the Fed’s Latest Move Means for Your Portfolio
By CKS Summit Groupin Blog

What the Fed’s Latest Move Means for Your Portfolio

As markets evolve and economic conditions shift, investors often look to the Federal Reserve for cues on the future direction of interest rates, inflation, and overall financial stability. In May…

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…

03Nov
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Enhancing Your Retirement Plan with Wealth Management Strategies
By CKS Summit Groupin Blog

Enhancing Your Retirement Plan with Wealth Management Strategies

Wealth enhances your retirement experience—it’s the freedom to live life on your terms. This is why incorporating wealth management into your retirement planning is vital. Wealth management represents the pinnacle…

11Apr
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3 Lessons For Retirees to Learn from Last Year’s 1099 Forms
By CKS Summit Groupin Buying Safe, Investment, Planning, Strategic

3 Lessons For Retirees to Learn from Last Year’s 1099 Forms

Those enjoying their retirement may not be earning income from an employer anymore, but they can still earn a substantial amount of income from investments, Social Security, or even contract…

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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