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Retirement Planning - I Made It!
Retirement planning: I finally made it!
You're retiring. Are you ready?
Your retirement is here, and you’re ready to stop working. It’s so exciting, but what does it mean for your retirement investments? Have you heard about tax deferred options? Do you keep mutual funds or go to annuities? Give us a call. We can help you through the options so you can start worrying about the big decisions – like golfing or shopping today.
When you’ve made it to retirement, we’ll help you consider:
How much income will you need each year?
Do you plan to relocate or sell your home, and what’s the financial effect?
Will you have a large expense, like a child’s wedding, in a few years?
What are your tax saving options?
What do you do with your 401k when it’s time for retirement?
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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Important Update
The Speedpay® link to pay your loan is changing on January 28, 2021. If you have saved this link in your bookmarks please be aware that the old link will no longer work after December 16.
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