Richard Treta- Financial Advisor

01/19/2026

Today we honor Dr. Martin Luther King Jr. and reflect on his call for justice, equality, and compassion. His words and actions continue to challenge us to listen, learn, and work toward a more just and united society.

01/01/2026

Happy New Year from PlanMember! As we begin 2026, we encourage you to take the next step toward your financial goals with confidence and clarity. Cheers to the new year ahead, filled with purpose, abundance, and opportunities for growth.

12/23/2025

As the year comes to a close, we're gratefully reflecting on the people and communities that made it special. From all of us at PlanMember, we wish you and your loved one's happy holidays filled with joy and meaningful moments.

11/27/2025

Thanksgiving is a time to reflect on the people and moments that bring meaning to our lives. We wish you a Thanksgiving Day filled with gratitude, surrounded by the people and simple joys that make your life special.

11/11/2025

On Veterans Day, we pause to recognize the men and women whose service has strengthened our nation. Thank you for your sacrifice and the difference you make in our communities every day.

09/01/2025

This Labor Day, we celebrate the strength of our communities, built by the hands and hearts of workers across the country. To our employees, partners, and the Members we serve—we appreciate your hard work and dedication. Happy Labor Day!

08/14/2025

Retirement is a time of life that many people look forward to, but it's also a time when financial mistakes can have serious consequences. Find out three significant financial mistakes people make once they retire and what you can do to avoid them.

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07/04/2025

Wishing everyone a star-spangled 4th of July filled with fireworks, fun, and festivities! Happy Independence Day!

06/19/2025

In observation of Juneteenth our office is closed today.

06/15/2025

Happy Father's Day to all the incredible dads out there! We hope your day is filled with as much laughter as your dad jokes bring to our lives.

05/26/2025

Today we honor and remember the brave men and women who have made the ultimate sacrifice to ensure our freedom. Thank you for your service.