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Empty Nesters

“Is everything in place so I can I retire when I want to?”

What’s important to you?

Now that there are fewer mouths to feed and there are more hours in the day to focus on you, it’s time to transform your financial habits to prepare for your future.

Maybe you are preparing for full or partial retirement, re-examining personal interests, saving for children’s weddings, or dreaming of a new home in your retirement age.  No matter the focus, make sure that you’re savings and investment choices reflect the life you want in retirement.

Make a plan, then make it happen.

Review and adjust your retirement plan and overall financial situation, making sure it aligns with your retirement goals. Consider a Roth IRA and, if you’re over 55, the catch-up contribution option it offers. You can also continue to put money into it after you’re 70 ½ if you have earned income.

Remember, everyone peaks at his or her own time and it’s never too late to start planning and saving. Schedule a meeting today with one of our Wealth Management Specialists.

You may be interested in …

  • myLife Checking (LINK to Personal Checking Comparison Chart)
  • myMoney (LINK to Personal Savings Comparison Chart)
  • myNestEgg (LINK to Personal Savings Comparison Chart)
  • Roth or Traditional IRA (LINK to IRA Grid page)
  • Cds (LINK to CDs and IRAs)
  • Home Equity Loans or Home Equity Lines of Credit (LINK to loan programs page)
  • Personal Loans (LINK to Loan Programs page)
  • Credit Cards (LINK to the external Link Disclaimer page. The “Continue” button will go to https://online1.elancard.com/oad/begin?locationCode=3678)
  • Wealth Management (LINK to external Link Disclaimer page. “Continue button will take client to LPL Wealth Management site)
  • eBanking (LINK to page with eBanking Grid/Diagram)

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Financial Resources

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