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Tag: retirement portfolio

25Jul
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Three Signs You Need a Financial Advisor
By CKS Summit Groupin Blog

Three Signs You Need a Financial Advisor

Hiring the right advisor is a major decision that you can make as it primarily concerns the management of your finances. Here are the key telltale signs you’re ready to…

10Jul
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Steering Clear of Retirement Planning Mistakes in Your 40s
By CKS Summit Groupin Blog

Steering Clear of Retirement Planning Mistakes in Your 40s

If you’ve hit the big 4-0, time, not money, is the most important factor when it comes to saving and investing for retirement. Your 40s are a pivotal decade for…

23Jun
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Retirement Income Planning as a Couple
By CKS Summit Groupin Blog

Retirement Income Planning as a Couple

Retirement planning as a couple can be an exciting adventure, filled with dreams of shared experiences and golden years spent together. However, it presents a unique set of challenges.  Retirement…

21Jun
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Discovering the Right Time to Hire a Financial Advisor
By CKS Summit Groupin Blog, Business, Investment, Wealth Management

Discovering the Right Time to Hire a Financial Advisor

Having a financial advisor by your side can make all the difference in achieving your financial goals. Wealth management is a crucial yet frequently neglected responsibility in adulthood. Collaborating with…

02Jun
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What Raising The Debt Ceiling Means for Retirees
By CKS Summit Groupin Blog

What Raising The Debt Ceiling Means for Retirees

As you embark on your retirement journey, ensuring the security of your financial future should be a top priority. With news of the recent debt ceiling limit being raised, many…

26Apr
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Retirement Hacks: Age 60+
By CKS Summit Groupin Blog

Retirement Hacks: Age 60+

Planning for retirement can be challenging at any age, but it can be particularly daunting when you’re in your 60s. With the beginning of a new chapter in life, you…

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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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