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Empty Nester

Transform your financial habits to prepare for the future.

Now is the time to take a fresh look at your finances.  Prepare for the future by evaluating your budget.  Adjust where you can to better prepare for retirement.  Take advantage of services specially designed for your new phase!

ACCOUNTS JUST FOR YOU:


First Choice Checking 

Fortune 50 Checking

YOU MIGHT ALSO BE INTO:

Home Loans

Investments

Personal Loans

Online Banking

CPR Wealth Advisors

TIPS FOR EFFECTIVE FINANCIAL MANAGEMENT

  • Become aware of opportunities to reduce your lifestyle costs, for example:  downsizing vehicles or your home may provide convenience while lowering the costs and time of maintenance.
  • Set a budget you can stick to.  Determine your financial priorities, make a list with deadlines and start accomplishing them.
  • Monitor your credit score annually. Arm yourself with knowledge to accurately review and understand your credit score. 
  • Start the decision making process about where you want to live during retirement and figure all the associated costs.
  • Spend time doing what you plan to do at retirement to help yourself determine if you’re ready.

Check out our calculators to help you review your budget and see what changes could do for you. Check out Savings and Investment steps to meet your retirement goals.

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