by Elizabeth Peichel | Nov 17, 2025 | PK Retirement Posts, Uncategorized
There’s More to Transitioning into Retirement than Just Finances Retirement is more than just a financial decision; it’s a major life transition. This presentation explores how to prepare emotionally and practically, covering purpose, connection, structure, and...
by Elizabeth Peichel | Nov 9, 2025 | PK Retirement Posts, Uncategorized
Protecting Your Employees from Bad Financial Advice Why Human-led Employee Education Still Matters It’s wonderful to live in a time when answers are just a click away. You can easily find out how many inches are in a meter, get TV show recommendations, and find out...
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 ...
