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Retirement Planning - How Much is Enough?
Retirement planning: How much is enough?
You put away a bit for retirement each month, but you wonder if it’s going to be enough when the time comes.
“Enough” when it comes to retirement is as individual as each client. Give us a call. As we get to know you, we’ll help you sort through your options and find what's right for you.
When determining how much is enough for retirement, we’ll help you consider:
What will your goals and lifestyle be after retirement?
Could you ramp up now, or do you plan to later?
Will a little more today allow an earlier retirement?
An investment strategy you understand.
What are your 401k contribution limits, and what do you do with your 401k if you leave the company?
Why choose the Popular Investments Team?
Expert Advice
Popular Investments has trained investment professionals ready to discuss your options and find what's right for you.
Unbiased Feedback
We aren’t pushing our own investment products, which means you get unbiased feedback.
Personalized Service
We listen to you. You’re not a number in a portfolio.
Investing with experienced professionals is your future.
Schedule a personalized planning session with a financial consultant today.
Securities and advisory services are offered through Infinex Investments, Inc. (“Infinex”), a registered investment advisor and broker-dealer (Member FINRA / SIPC).
Insurance products are offered through Infinex or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA is also known as PIA US Insurance Agency (PIAUS) and is a wholly owned subsidiary of Popular Bank, a NY state chartered financial institution. Infinex or its affiliates are separate entities from, and are not affiliated, with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark, through which securities and insurance products are offered.
When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Infinex; or insurance agents of PIAUSA. Infinex registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. 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. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.
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