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08May
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Staying the Course During Economic Turmoil
By CKS Summit Groupin Blog

Staying the Course During Economic Turmoil

As the first quarter of 2025 came to a close, reports confirmed what many investors and retirees feared: the U.S. economy contracted by 0.3%, marking a pause in the growth…

01May
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Building a Resilient Retirement Plan through the SMART Retirement™ Approach
By CKS Summit Groupin Blog

Building a Resilient Retirement Plan through the SMART Retirement™ Approach

As retirement approaches, affluent Americans face a unique set of financial planning challenges. From minimizing taxes on substantial assets to ensuring income stability throughout a longer lifespan, the stakes are…

11Mar
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Maximizing Your Retirement Portfolio With CKS Summit Group
By CKS Summit Groupin Blog

Maximizing Your Retirement Portfolio With CKS Summit Group

As retirement approaches, managing your wealth becomes an increasingly important task. If you’re a high-net-worth individual, helping ensure that your assets provide ongoing income and protect your legacy can require…

29Jan
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What is FIRE (Financial Independence, Retire Early) and Is It Right for You?
By CKS Summit Groupin Blog

What is FIRE (Financial Independence, Retire Early) and Is It Right for You?

For decades, the traditional path to retirement involved working for 40+ years, saving diligently, and retiring in your 60s to enjoy your golden years. However, since the 2010s, the FIRE…

16Jan
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A Guide to Succession Planning for Business Owners
By CKS Summit Groupin Blog

A Guide to Succession Planning for Business Owners

As business owners near retirement, they often face a significant challenge: ensuring their legacy is preserved and the future of their business is secure.  After spending years or even decades…

08Jan
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Longevity Planning: Will Your Savings Last a Lifetime?
By CKS Summit Groupin Blog

Longevity Planning: Will Your Savings Last a Lifetime?

Ensuring that your savings last throughout your lifetime—commonly referred to as longevity planning—requires careful thought and strategy.  For individuals approaching retirement, particularly those with significant wealth, the stakes are higher.…

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Staying the Course During Economic Turmoil
Staying the Course During Economic Turmoil
Building a Resilient Retirement Plan through the SMART Retirement™ Approach
Building a Resilient Retirement Plan through the SMART Retirement™ Approach
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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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