Sarah Santeufemio, Financial Planner with Statera Retirement

10/09/2026

This guy takes it to a whole new level 😂 I guess here’s to 30 years of “pretty nice little Saturdays.” ☀️



🎬 Old School (2003) — DreamWorks/Paramount

10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/07/2026

I asked my 10th grader to describe her version of Retirement…

Apparently, she’s got it all figured out. 😂 A pretty good reminder of what we’re really planning for; FREEDOM.

10/06/2026

401(k) enrollment and year-end wrap-ups are coming. Do you need help decoding your statement? I can help.

10/05/2026

US equity markets delivered a mixed performance for the week, as surging Treasury yields weighed on ratesensitive sectors, while a softer-than-expected September jobs report on Friday provided some late relief. The S&P 500 declined 0.2% for the week, as strength in technology-led mega-cap stocks was offset by broad weakness across the rest of the index. Treasury yields moved broadly higher on the week, with the 30-year yield reaching its highest level since 2002 mid-week before partially retreating. WTI crude oil fell approximately 1.4% on the week amid continued volatility tied to the US-Iran conflict. September Nonfarm Payrolls rose by just 29,000 as the unemployment rate ticked up to 4.2%, while the Conference Board Consumer Confidence Index fell to 81.9, its lowest reading since 2014.

10/05/2026

“Hi Sarah,
Greetings from Bonaire! Enjoy this cute Hawksbill turtle having lunch!”

This is my favorite kind of retirement update! 🐢🌊 A client recently sent me this photo from Bonaire while scuba diving.

THIS is what retirement planning is about. Not just having enough money to retire but having the freedom to enjoy the experiences you’ve worked so hard for.

Travel. Adventure. Time. Freedom.

The goal isn’t just to retire. It’s to live well in retirement. 💙

10/02/2026

When someone asks how your workday is going…

It might be time to make a retirement plan. 🧙‍♀️



🎬 Clip: Hocus Pocus (1993)
© Disney

10/01/2026

When your client spends her birthday morning with you reviewing her retirement plan, you surprise her with a special handwritten note… which had to be written backwards so it reads correctly on her end. 🎉Only to realize your “70” reads like 07. 😂🤦‍♀️

I love being part of the everyday moments with clients, but getting to share in a special day like this? I’m especially grateful to be a small part of their lives.💙

Happy 07th Toni! 😂

10/01/2026

09/30/2026

Retirement accounts can be confusing. You’re not alone if you have questions about how yours works.

I asked my 7th grader what she thinks. Her confidence was impressive. But I’d say I have some work to do. 😂