Sunmark Wealth Management

10/14/2026

401(k) vs pension plan for retirement
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Whether it’s a pension or a 401(k) plan, the type of retirement policy you have will often determine when you can retire. Learn more about 401(k)s and traditional pensions.

Learn more: https://www.newyorklife.com/articles/401k-vs-pension

10/06/2026

Create a retirement budget and spending plan
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Getting ready to retire? Find out how to put together a comprehensive budget and spending plan that will help you feel more confident and secure.

Learn more: https://www.newyorklife.com/articles/manage-retirement-spending

09/30/2026

Traditional IRA Contribution and Income Limits for 2026
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Anyone with earned income can make a traditional IRA contribution, but the ability to deduct contributions is based on annual income.
Learn more: https://www.nerdwallet.com/retirement/learn/ira-contribution-limits

09/24/2026

The Worst Retirement Mistakes and How to Avoid Them
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Think ahead and you can avoid these missteps and save your retirement.
Learn more:

Learn how you can sidestep these 11 common financial mistakes with your retirement savings.

09/16/2026

How to Help Minimize Taxes in Retirement
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Five strategies to help you reduce retirement taxes:

Five strategies to help you reduce retirement taxes.

09/09/2026

Learn more about Rollover Planning! Join the free, virtual seminar on September 16th at 6:00 p.m.

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer?
Find out answers to your questions and other helpful information, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a rollover works
- And more!

Sign up to attend at: www.sunmark.org/personal/wealth-management/seminars-events

09/02/2026

Retirement Reality Check: Shattering 4 Common Myths About Taxes, Savings and Work. Here are some of the most common misperceptions about what you need to be financially comfortable in your later years: https://money.usnews.com/money/retirement/articles/retirement-savings-guide-4-common-myths-that-could-trip-you-up

08/26/2026

5 Things to Consider If You Want to Retire Early

Consider these 5 factors to help determine if an early retirement is right for you

Learn more: https://www.brighthousefinancial.com/education/retirement-planning/5-things-to-consider-to-retire-early/

08/19/2026

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life.

Join the free, virtual seminar on August 26th at 6:00 p.m. to learn the answers to your retirement questions, including:
- How to confidently address the financial, lifestyle and emotional transitions to retirement
- How to guard against risks and manage those that are inevitable
- Whether you are ready for retirement

Sign up to attend at: www.sunmark.org/personal/wealth-management/seminars-events

08/12/2026

How to Take Advantage of 401(k) Catch-Up Contributions

Workers 50 and older can contribute more to 401(k) plans than younger workers can contribute.

Learn more: https://money.usnews.com/money/retirement/401ks/articles/how-to-take-advantage-of-401-k-catch-up-contributions