Suffolk Wealth Management located at Suffolk Federal Credit Union

Suffolk Wealth Management located at Suffolk Federal Credit Union Whether you are just starting out and are charting your investment journey or a seasoned investor re Member FINRA/SIPC finra.org sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Insurance products are offered through LPL or its licensed affiliates. Suffolk Federal Credit Union name and Suffolk Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Suffolk Wea

lth Managaement, and may also be employees of Suffolk Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Suffolk Federal Credit Union or Suffolk Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Picking the Right Type of IRA for You
12/14/2022

Picking the Right Type of IRA for You

Being able to live the lifestyle you want in retirement often depends on saving consistently over many years. An individual retirement account (IRA) can be a powerful tool in this effort. Most IRAs offer tax benefits that encourage long-term retirement savings, along with a variety of investment opt...

Financial Confidence in Divorced Women Is on the Rise
12/07/2022

Financial Confidence in Divorced Women Is on the Rise

There is a correlation between a rise in financial confidence and the length of time that a woman has been divorced. What that means for divorcees, and what all women can learn from their personal growth. Just over 1 million women get divorced annually.

3 spending habits that could ruin your retirement
11/30/2022

3 spending habits that could ruin your retirement

After years of hard work, many Americans look to kick back and enjoy their golden years. However, there are dozens of habits that can impact the different ways people save for retirement - some good, others bad. Financial expert Chris Hogan told FOX Business that "retirement is not an age; it's a fi...

What kind of retirement saver are you?
11/23/2022

What kind of retirement saver are you?

By There are two types of retirement savers when it comes to an employer-sponsored retirement account: those who are active and others who are passive. Knowing which you are may help you save more for the future.

Retirement Savings Options at a New Job
11/16/2022

Retirement Savings Options at a New Job

1. Leave your money where it is Some employers will allow you to keep your money in an existing 401(k) account, so you may be able to leave your retirement savings where they are as long as you meet the plan requirements to do so.

The Investor's Survival Guide to a Long Life
11/09/2022

The Investor's Survival Guide to a Long Life

Rejoice-people around the world are living longer! But pause the festivities-that means they need more retirement money. To ensure they don't run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring.

10 tips for successful downsizing in retirement
11/02/2022

10 tips for successful downsizing in retirement

By When planning for retirement one of the primary decisions every retiree has to make is where to live. Will you stay in your current home or will you move? For most retirees, downsizing is the probable option. Evaluating where you want to live and how you want to live during retirement can take ye...

Women & Finances: Moving Beyond the Loss
10/26/2022

Women & Finances: Moving Beyond the Loss

There are few events in life as devastating as losing the person who knows you best, and with whom you have spent years or even decades in a relationship. You may be more stressed than ever before-in your adult life, the death of a spouse ranks higher than all other stressors.

The Hidden Retirement Crisis: Older Americans' Debt
10/19/2022

The Hidden Retirement Crisis: Older Americans' Debt

Swelling numbers of Americans these days are working in retirement, taking part-time jobs and launching businesses. And retirees are increasingly staying in their homes rather than moving to retirement communities. They're also, however, breaking the mold in a potentially worrisome direction: embrac...

Retirement plans may not be out of reach for small businesses
10/12/2022

Retirement plans may not be out of reach for small businesses

Offering a workplace retirement plan may be challenging for small businesses that often cite cost as an obstacle. Only 28% of businesses with fewer than 10 employees offer a retirement plan, according to a recent study by SCORE, a nonprofit network of business mentors.

5 Ways Life Insurance Can Help With Estate Planning
10/05/2022

5 Ways Life Insurance Can Help With Estate Planning

1 For federal income tax purposes, life insurance death benefits generally pay income tax-free to beneficiaries pursuant to IRC Sec. 101(a)(1). In certain situations, however, life insurance death benefits may be partially or wholly taxable. Situations include, but are not limited to: the transfer o...

Millennials Plan Their Financial Future, But Can Use Help
09/07/2022

Millennials Plan Their Financial Future, But Can Use Help

For those who, like me, are concerned about the dearth of financial knowledge among young adults, there is some good news that also represents an opportunity for those financial advisors who can speak to millennials in their own language. First, let me share the good news.

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3681 Horseblock Road
Medford, NY
11763

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