Oct 7, 2026 | Retirement Planning
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....
Oct 7, 2026 | Retirement Planning
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,...
Jan 8, 2026 | Retirement Planning
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...
Jun 20, 2025 | Retirement Planning, Video
In this video, CJ and Jamie will show how to open your Simple IRA at Fidelity.
May 12, 2025 | Retirement Planning
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...
Apr 9, 2025 | Retirement Planning
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...
