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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.
Are you ready to get started? We’re ready to meet you.
Popular Investments has trained investment professionals ready to discuss your options and find what's right for you. Call us at 1.866.689.0365 to make an appointment or contact your nearest branch location.
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.
Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.
This is a hyperlink to a third-party website, as described in our Weblinking Practices. Note that such third party's respective privacy policy and security practices may differ from those of Popular or its affiliates. Neither Popular nor any of its affiliates assumes any responsibility, nor do they control, endorse or guarantee any aspect of your use of any linked third-party website. Hyperlinks to third-party websites are solely for informational purposes and for use at your own risk.
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