Discovering Your Retirement Lifestyle
- Introduction
- Retirement Style Checklist–Will You Be Ready to Retire?
- Evaluating Your Cash Flow During Retirement
Introduction
Retirement is no longer a speck on the horizon; it is a destination in clear view. Without proper planning, you could find yourself navigating uncharted waters, with a lot of questions and doubts about your future direction. Charting the right course and making the transition to a successful retirement is not an event; it is a process. It doesn't just happen; it takes good planning, money and a positive mental attitude.
To make your retirement the best it can be, take out a sheet of paper and begin answering the questions in the section Retirement Style Checklist. Some topics may require your immediate attention.
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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.