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28Dec
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Five Key Wealth-Building Traits of the Affluent
By CKS Summit Groupin Blog

Five Key Wealth-Building Traits of the Affluent

The journey to significant self-made wealth isn’t a matter of chance, but a result of deliberate actions and attitudes. If financial prosperity is your ambition, understanding and embodying these traits…

08Nov
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Mastering Your Financial Future
By CKS Summit Groupin Blog

Mastering Your Financial Future

On the road to retirement, navigating financial stability can be challenging. Yet, with the right strategies and advice, you can help protect your investments and identify new opportunities to grow…

01Aug
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Embracing Retirement Planning on National Baby Boomer Recognition Day.
By CKS Summit Groupin Blog

Embracing Retirement Planning on National Baby Boomer Recognition Day.

The Baby Boomer generation has made a profound impact on the future of retirement planning. Here’s how you can best prepare right now, no matter what age or stage of…

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Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
Bucket Strategy 2.0: Why Modern Retirees Need a Smarter Income Approach
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
Social Security Changes & New Senior Tax Deduction: What Retirees Need to Know
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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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