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26Mar
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Seniors, Here’s How You Can Help Protect Your Financial Data 
By CKS Summit Groupin Blog

Seniors, Here’s How You Can Help Protect Your Financial Data 

As we navigate an increasingly digital world, protecting your financial data has become more important than ever. For those approaching or already in retirement, securing your personal and financial information…

08Jan
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Longevity Planning: Will Your Savings Last a Lifetime?
By CKS Summit Groupin Blog

Longevity Planning: Will Your Savings Last a Lifetime?

Ensuring that your savings last throughout your lifetime—commonly referred to as longevity planning—requires careful thought and strategy.  For individuals approaching retirement, particularly those with significant wealth, the stakes are higher.…

31Mar
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Hacked? Cyber-Proof Your Retirement Savings.
By CKS Summit Groupin Blog, Business

Hacked? Cyber-Proof Your Retirement Savings.

Cyber criminals targeting 401(k)s, IRAs and Roth IRAs are drastically on the rise. Here’s how to protect your retirement accounts in 2021. Retirees are getting anxious about the safety of…

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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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