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Retirement Planning - I’m Almost There
Retirement planning: I'm almost there.
Retirement is so close. Now what?
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?
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.
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.
Investment and insurance products:
Are not FDIC insured
Are not guaranteed or insured by any bank or bank affiliate
Are subject to investment risk, including the possible loss of value
Are not deposits or obligations of any bank or any bank affiliate
Are not insured by any federal government agency
Are not a condition to any banking service or activity
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