LIFESTAGES - RETIREE
The new retirement is about enjoying life Ė you want to ensure that you will have the financial freedom to pursue your dreams.
All your life you have saved money for retirement, but now it is time to spend the money you have saved. Making the transition from saving to spending can be challenging and there are many options when determining how to set up retirement account distributions.
Starting your long-anticipated retirement does not mean your years of savings and budgeting have ended. In fact, financial planning is now more important then ever.
For help determining the best practices and products for sound and productive money management during your particular life stage, please contact us at firstname.lastname@example.org.
Tips to get started:
- Choose your retirement location based on your priorities; proximity to family, transportation, healthcare and services.
- Donít dismiss trust services because you donít think you have enough assets. Todayís trust services are intended for many people at various net worth levels.
- Take advantage of senior discounts and donít be shy asking for them.
- Create a comprehensive directory of financial, investment, insurance and trust products being used.
What Forest Commercial Bank products are best for me?
Financial Calculators Just for you.