Articles and Resources
The Importance of Saving for Young Adults: How Early Saving Builds Wealth, Freedom, and Financial Security
When your future self looks back at past self, you realize how easy it was to underestimate the power of saving. As a young adult, you’re bombarded with advice; some of it good, some of it not so much. The truth is that saving isn’t just about stashing away cash for a...
Roth 401(k) vs Traditional 401(k): How to Choose the Best Option for Your Retirement
Many employees are surprised to learn that their employer’s retirement savings plan may offer a Roth option. You may be participating in a 403(b) or a 401(k) plan, but for this discussion we’ll group them together and refer to them as 401(k) plans moving forward....
Retirement Planning: 7 Essential Steps to Know If You’re Ready to Retire
When most people think about retirement planning, they focus on one question. Will I have enough money? While that question is important, a successful retirement involves much more than your account balance. Retirement is a major life transition that brings financial,...
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...