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After a lifetime of hard work, the lure of retirement is hard to resist. We imagine carefree days spent enjoying all the things we never had time to do before, but how do you know when you’re ready? Adequate retirement planning should include a thoughtful exploration of your retirement income, life insurance, health insurance, remaining debt, and more. Ask yourself the following seven questions to assess your retirement readiness:
1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
2 Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.
3 CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
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