Retirement Planning - I’m Almost There

I’m almost there

You’ve always thought of retirement as saving for the future, but now it’s less than 10 years away. Your strategy was for the future, and now you need to start shifting to the present. What does that mean for you? What needs to change? Give us a call. We’ll go over your options.


When you’re almost to retirement, we’ll help you consider:

  • Would you like to ramp up saving?
  • Could you retire earlier than expected?
  • Are there any unexpected expenses in these last years, like college expenses?
  • Are you going to sell any assets, like your current home, before or after retirement?
  • Would you like a lower risk investment strategy?
  • How safe or risky are your 401k investment selections, and do you need to do anything with them in preparation of retirement?

Why choose the Popular Investments Team?

  • Our Financial Consultants are trained investment experts.
  • We aren’t pushing our own investment products, which means you get unbiased feedback.
  • We listen to you. You’re not a number in a portfolio.

Are you ready to get started? We’re ready to meet you. Our Financial Consultants are trained investment experts ready to discuss the options right for you.

Find a Financial Consultant today by searching in our branch locator and clicking on the branch location nearest you.

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.(“Infinex”). Member FINRA / SIPC. Popular Investments is a unit of Popular Bank. Infinex and Popular Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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