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Tag: retirement portfolio

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)…

23Oct
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3 Tips for Retiring Couples with Big Age Gaps
By CKS Summit Groupin Planning

3 Tips for Retiring Couples with Big Age Gaps

We all know the saying “love knows no age” however it can cause some major confusion when couples start to retire.  (more…)

18Oct
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Retirement Portfolios and Market Volatility
By CKS Summit Groupin Blog, Investment, Planning

Retirement Portfolios and Market Volatility

Many Americans on retirement’s doorstep are anxious about the market right now, asking “What is the best thing to do if the market keeps crashing or we go into another…

03Oct
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Helping Your Kids Without Hindering Your Retirement
By CKS Summit Groupin Blog

Helping Your Kids Without Hindering Your Retirement

A parents’ love is like no other. When you see them in need, you help before it’s even asked of you. But once your children are grown up, that financial…

26Sep
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Why Americans are Refusing to Retire
By CKS Summit Groupin Business, Planning

Why Americans are Refusing to Retire

The reluctancy to retire is a seemingly new trend among baby boomers. So why are they refusing to leave the workforce? An alarming number of baby boomers are refusing to…

06Sep
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Retirement Planning Without Children
By CKS Summit Groupin Blog, Planning

Retirement Planning Without Children

Millions of baby boomers who do not have children are retiring — and the trend is projected to continue. The AARP estimates that by 2040, more than 20% of retirees…

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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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