by Elizabeth Peichel | Oct 15, 2025 | PK Retirement Posts, Uncategorized
Elevate the Value of Your Retirement Plan Imagine this: It’s year-end and your CPA just reviewed your projected tax bill. Despite contributing to your 401(k), maximizing deductions, and running a profitable business, you’re still writing a sizable check to the...
by Elizabeth Peichel | Sep 29, 2025 | PK Retirement Posts, Uncategorized
New rules, new strategies, and hidden savings—is your retirement plan keeping up? Retirement plan rules are changing, and we are here to keep you informed and updated. Here’s what you need to know: Plan Provisions & SECURE Act 2.0: Automatic enrollment,...
by Elizabeth Peichel | Sep 16, 2025 | PK Retirement Posts, Uncategorized
Employers can help improve retirement readiness, so workers retire on time. More workers are planning to retire at 70—or never. This could impact your workplace. What’s holding them back? High savings goals Debt and other financial stressors Healthcare concerns ...
by Elizabeth Peichel | Aug 25, 2025 | PK Retirement Posts, Uncategorized
A Strategic Look at Your Retirement Plan’s Health Ever looked at your company’s 401(k) plan and spotted the name of an old colleague? It takes you down memory lane—you pause and think, “I wonder how they’re doing?” That familiar name may trigger a harmless...
by Elizabeth Peichel | Jul 23, 2025 | PK Retirement Posts, Uncategorized
Smart Strategies to optimize your retirement savings and prepare for what’s ahead. Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! Our new Pre-retirement Savings Guide and on-demand video are here to help...
