Understanding the Basics
- Introduction
- Now That You Have the Time... Will You Have the Money?
- How Sturdy Is Your Three-Legged Stool?
- Myths about Retirement Planning
- Big Picture Preview
- Basic Guidelines
- Get a Head Start on Your Retirement Today
- Retirement Action Steps
- Five or More Years from Retirement
- Two Years from Retirement
- Six Months or Less from Retirement
- Bridging the Retirement Insurance Gap
- Company-Sponsored Retiree Medical Coverage
Get a Head Start on Your Retirement Today
- Take out a copy of your employee benefits handbook. If your employer furnishes you with annual employee retirement and benefit statements, make sure you have the most current copies. Gather the most recent copies of your savings and investment statements.
- Have a pencil and notepad available.
- Go straight to the next section on Action Steps. These are based on the number of years or months you are away from retirement.
- Spend some time exploring the sections referred to in the Action Steps. They will provide you with some of the answers you need to make important retirement decisions.
- Make this a family affair. Don't forget to involve your spouse. If you have older children, consider sharing with them some of your estate planning and retirement concerns.
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.