Articles and Resources
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...
Four Retirement Planning Questions to Consider
Be honest. Have you ever had the thought, “Am I doing what I should be doing planning for my retirement?” If so, you’re definitely not alone. It’s common to ask big-picture questions these days, especially when it comes to important issues like retirement...
Getting Your House In Order
Author With Summer flying by, August is usually seen as the ‘last hurrah’ before school starts again in September. The last month to be outside, breathe and make family memories. I remember as a little girl that the last week of August would bring a...
Your 401(k)… A Roller-Coaster? Or a Merry-Go-Round?
It’s SUMMER! And all of those fun things to do at an amusement park host all the attractions for thrills and adventures. Some of the rides promise a fast and furious experience and others ‘stomach dropping’ excitement. Who doesn’t love a great ride?? ...
Financial Planning – The Why Behind the Why
Financial planning provides freedom and flexibility, and it’s critical to have a plan in place to make smart decisions about your money and your life. We all see numbers everywhere, every day. Whether you’re checking up on your fitness goals,...
Good housekeeping – Beneficiary Designations
As we reach the midpoint of 2024, it's prime time to evaluate how far we've come in achieving our goals. Are we making the progress we aimed for, or are we lagging behind? Perhaps some of us haven't even begun yet! At the start of the year, many of us embark with...
Is It Time to Set Up a Budget?
Yes, we all hate the word “budget,” but many people don’t realize that the word budget can mean many different things. It doesn’t necessarily mean that you must set strict limits for yourself on all your favorite things (dining out, shopping, coffee, etc.) and...
Nearing Retirement
Is retirement just around the corner? Do you have a plan for drawing income while minimizing taxes? In this final segment, Steve and Kevin discuss important considerations for those nearing retirement. They emphasize the need for a retirement budget that aligns...