Missed 401(k) Day? Don’t Worry, that’s Kind of the Point
401(k) day happened in early September. However, there are still ways consider the 2026 theme, "Never Too Little, Never Too Late," year-round.
September 19, 2026
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Hi, I’m Patty.
Let's talk about your financial future.
Patricia Klein
Assistant Branch Manager
I can help you with:
- Distribution & Income-Oriented Strategies
- Retirement Planning
- Annuity and Life Insurance Reviews
- 401(k) Rollovers and IRAs
- Tax-Efficient Strategies
- College Savings Plans
- Personalized Service and Complimentary Consultations
Recent Articles
Behind the AI Boom: A Look at Data Center Investment
In a race for competitive advantage, hyperscalers and other companies aiming to profit from the AI boom are investing in data centers at a furious pace.
September 17, 2026
An Employer Life Insurance Policy May Not Be Enough
How much life insurance do you need? For families relying only on workplace coverage, the death benefit may not be enough to cover family costs.
September 14, 2026
Helping Protect Your Child’s Identity in a Digital World
Children, unlike adults, generally do not have a credit history, which can make them easy targets for fraud. Learn how to protect them from online identity threats.
September 12, 2026
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