Life Events

Retirement Planning

We all seem to be anxiously waiting for the day when we aren't spending long days at the office: the day we can finally take that trip to the Bahamas or enjoy those afternoons on the golf course. Most people envision their retirement as the time when they can live a life of leisure.

However, retirement does not simply begin at 65. The road to retirement is a journey that could span a significant portion of your life. Whether your retirement is next year or 20 years from now, it's vital to have a solid plan. A successful retirement depends on how skillfully you plan and invest because, these days, people are not getting the same benefits they used to. You can no longer rely solely on a pension or Social Security. Whether you utilize tax-advantaged savings plans such as 401(k)s or IRAs, it's important to map out your financial future so you can have confidence today and freedom tomorrow.

For many, planning for retirement may seem like a daunting task, with endless questions. How much money will you need to retire? What IRA is best for you? What is the best way to preserve my estate? What options are going to give me the best tax advantages?

We all want to enter retirement with excitement, not anxiety. Don't let retirement sneak up on you. Reduce your fears by planning ahead.

At PNWFCU, our CFS Financial Advisor Aaron Brown is here to give you an honest, realistic approach to your retirement options. He will assess your personal needs and help you build a comprehensive plan so you can achieve your long-term financial goals.

Email or call him today for a complimentary consultation.

Portland 503.258.2658
Vancouver 360.693.7368 x2658
Hood River 541.387.4192 x2658
Outside local calling areas
1.800.444.5858 x2658