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...
Feb 3, 2025 | Retirement Planning
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...
Jan 14, 2025 | Retirement Planning
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...
