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...
Dec 20, 2024 | Retirement Planning
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...
Nov 18, 2024 | Retirement Planning
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...
Oct 15, 2024 | Retirement Planning
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...
Sep 9, 2024 | Retirement Planning
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...
