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Tag: retirement portfolio

09Oct
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Asset Protection: Safeguarding Wealth for High-Net-Worth Retirees
By CKS Summit Groupin Blog

Asset Protection: Safeguarding Wealth for High-Net-Worth Retirees

According to a recent study, around 57% of wealthy Americans said growing and protecting their wealth is their number one priority. For high-net-worth individuals (HNWIs) and affluent families, asset protection…

25Sep
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How Market Volatility Affects Your Retirement Savings
By CKS Summit Groupin Blog

How Market Volatility Affects Your Retirement Savings

As you approach retirement, one of the most pressing concerns you may face is how market volatility will impact your retirement savings.  Market volatility refers to the frequent and sometimes…

15Aug
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Finding the Right Balance in Your Investment Portfolio 
By CKS Summit Groupin Blog

Finding the Right Balance in Your Investment Portfolio 

One of the most common debates in investing revolves around diversification and concentration. Both strategies have advocates and merits, but finding the right balance is key to achieving your financial…

31Jul
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CKS Lifetime Income Portfolios: A Path to Secure Retirement
By CKS Summit Groupin Blog

CKS Lifetime Income Portfolios: A Path to Secure Retirement

Retirement planning can be complex, but with the right guidance, you can secure a comfortable and stable future.  One option worth considering is the CKS Lifetime Income Portfolio. These portfolios…

25Jul
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How to Reduce Financial Stress in Retirement
By CKS Summit Groupin Blog

How to Reduce Financial Stress in Retirement

Retirement should be a time of relaxation and enjoyment, but financial concerns can often overshadow these years. Reducing financial stress in retirement involves a combination of careful planning, smart financial…

17Jul
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The Do’s and Don’ts of Retirement Planning
By CKS Summit Groupin Blog

The Do’s and Don’ts of Retirement Planning

As we look forward to our golden years, it’s essential to make informed choices that will help maximize savings and investments while minimizing potential risks. By understanding the key strategies…

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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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