Sunmark Wealth Management

We are excited to announce the newest addition to the Sunmark Wealth Management team, Richie Martino.

Prior to Sunmark Richie, worked as a Private Client Banker helping members with their investment needs. Richie is excited to meet our members and help them work towards realizing their investment goals. He currently holds his Series 63, 65, 66 and 7 registrations.

Welcome to the team Richie!

- HAPPY INDEPENDENCE DAY -
from Sunmark Wealth Management

Are you looking to speak with a financial advisor about IRA rollover options from a prior job? Maybe you have questions about wealth management or retirement planning?

You’re in luck! Our financial advisors will be on hand to answer your questions.
• July 9 | 10:00 a.m. – 4:00 p.m.
• Sunmark Credit Union | 251 Saratoga Rd, Glenville
• No appointment needed

- The 2026 Retirement Changes That Will Affect You -
There are many changes coming to retirement benefits and planning in 2026. Here’s a list covering the significant changes

Learn more: https://money.usnews.com/money/retirement/articles/the-2026-retirement-changes-that-will-affect-you

Can You Have a Roth IRA and a 401(k)?

Yes, you can — but double check the rules to make sure you’re optimizing your retirement savings.

Learn more:

Can You Have a Roth IRA and a 401(k)? - NerdWallet You can have a Roth IRA and a 401(k), but each account has a contribution limit. If your 401(k) has a match, consider first contributing enough to get the match.

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead.

Join the FREE, virtual seminar on June 3rd at 6:00 p.m. to learn the answers to your income for life questions, including:
- What sources of retirement income will you rely on?
- What retirement risks do you face now that you’re drawing on their savings?
- Which income strategies should you consider?
- How can you use annuities to guarantee income for life?

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