Articles and Resources
January 2026 – Financial Literacy Month
By: Kerstin Driscoll-Witt Your SUITE(k) Retirement Plan Navigator Being one of five children growing up, money always seemed tight, but we were lucky enough to earn 10 cents for every chore we completed. The local bank had ‘dime books’, where you would...
Fidelity Simple IRA Account Opening Walk Through
In this video, CJ and Jamie will show how to open your Simple IRA at Fidelity.
Retirement Plan Loans – Yay or Nay?
By: Kerstin Driscoll-Witt Your SUITE(k) Retirement Plan Navigator Does taking a loan from your retirement Plan make sense? Yes? Maybe? Sometimes? Never? Let’s break it down! Many retirement plans offer a loan option for their employees, to allow easy...
FLY or BUY?
GREAT QUESTION! We are getting calls daily about the stock market, what’s going on with the economy and volatility. It has been a bit of a rollercoaster ride lately and people are worried. Should I stay invested in the market or bail? Let’s break it...
Love…
February tends to be a month most associated with hearts, flowers, chocolates and more importantly, LOVE. In August 2024, we focused our Newsletter on Beneficiary Designations, and why they matter. Why it’s important for you to get your ‘house in order’, so...
Resolutions and Responsibilities
January sweeps in with new commitments, new promises and hopeful resolutions. To eat better, drink less, work out more, focus on family & make plans for some happy memory-making. By January 15th, our resolutions are waning and by February 1st, most are...
Whats So Great About Being 60?? Everything!
It’s the beginning of a whole new decade with endless memory making opportunities. However, as we age through decade after decade, the more decades add up, the reality of our longevity begins to sink in. The good news is that people are living longer than at...
Thanksgiving Reminders
By Kerstin Driscoll-Witt, Sr. Retirement Plan Navigator with SUITE(k) As we head into the 2024 Holiday Season, here are some things to think about: TIME – how many years until you want to retire? HELP- do you need help understanding your goals? ACTION- are you...
Get in the Game!
September, October, and November each year kick off our beloved FOOTBALL SEASON!!! It’s also a popular time of year for employers to offer retirement plan education to their employees so they may think about any changes they might want to make for the next...
The Seasons of Our Lives
It’s PUMPKIN SEASON!! Or at least it is according to Starbucks and Dunkin. September signals the ‘end of Summer’, when the yellow school buses return to the road and the leaves start to turn gold, orange and red. The temperatures bring cool evenings and frosty...