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Tag: retirement savings

07Oct
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Not Ready to Retire Fully? A Phased Retirement Could be for You.
By CKS Summit Groupin Blog, Business

Not Ready to Retire Fully? A Phased Retirement Could be for You.

Phased retirement is a concept that’s gaining momentum for those not entirely dedicated to leaving the workforce. But what is it, and should you be asking your employer about it?…

29Sep
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6 Ways to Maximize Your Retirement Account Dollars.
By CKS Summit Groupin Blog, Business

6 Ways to Maximize Your Retirement Account Dollars.

When it comes to saving for retirement, most Americans fall short. After another year of financial turmoil, here are some helpful strategies to up your retirement savings game and get…

22Sep
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What $3.5 trillion Reconciliation Bill Could Mean for Your Retirement
By CKS Summit Groupin Blog, Business

What $3.5 trillion Reconciliation Bill Could Mean for Your Retirement

If the proposed $3.5 trillion Reconciliation Bill is enacted, it would be one of the most impactful changes to the private retirement system since the SECURE Act was passed in…

08Sep
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Living Richer in Retirement
By CKS Summit Groupin Blog, Business

Living Richer in Retirement

New seasons bring new challenges, ideas and inspirations. In this blog, you’ll find tips on money moves you can make with your finances this fall to ease the end of…

02Sep
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Annuities vs Equities
By CKS Summit Groupin Blog, Business

Annuities vs Equities

Looking to optimize your retirement savings? Focusing on assets that drive portfolio growth with minimized risk is key. Find out which vehicles offer the best growth potential with CKS Summit…

27Aug
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Ways to Manage Your Wealth and Life Balance
By CKS Summit Groupin Blog, Business

Ways to Manage Your Wealth and Life Balance

Are you nearing retirement? Take control of your finances today and start to achieve your own wealth-life balance. Proper financial planning gives you the freedom to get more joy during…

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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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