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Tag: retirement portfolio

05Feb
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5 Steps to Becoming a Retirement Millionaire
By CKS Summit Groupin Blog, Investment

5 Steps to Becoming a Retirement Millionaire

Retiring with $1 million to your name would give you around 4x the net worth that the median American household has in retirement.  While having a million-dollar portfolio is a…

23Jan
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Why Retiring at 65 Could be a Thing of the Past
By CKS Summit Groupin Blog, Planning

Why Retiring at 65 Could be a Thing of the Past

Raising the retirement age is a sensitive subject. But there are a few rules that clients are advised to follow to improve their financial prospects in retirement. The Sad Facts…

14Aug
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Portfolio Management 101
By CKS Summit Groupin Blog, Investment, Strategic

Portfolio Management 101

Retirement income management is all about making sure your retirement savings provide enough income for your needs, and that you don’t outlive your assets. This starts with setting up and…

10Jul
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Putting Yourself First in Retirement
By CKS Summit Groupin Planning, Strategic

Putting Yourself First in Retirement

You’ve spent your life taking care of your career and your family. Now it’s time retire and make this stage of life all about you. No doubt about it: you…

31Jan
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What to Expect From Your Retirement Advisor
By CKS Summit Groupin Business, Planning

What to Expect From Your Retirement Advisor

Some things are best left to professionals, like medical procedures, legal services… and retirement financial planning. You may need a retirement planner more than you think. If you want to…

14Nov
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New 401(k) and IRA Limit Boost for 2019
By CKS Summit Groupin Planning

New 401(k) and IRA Limit Boost for 2019

The word is out… workers are eligible to contribute $500 more to retirement accounts next year. Good news for those saving for retirement as employees who participate in 401(k), 403(b)…

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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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