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Retired

Protect your wealth and manage your investments.

This new phase of your life can be a truly enjoyable one. There will be more time to enjoy family and friends. Donít become complacent about managing your money though. Stay open to new opportunities. Learn how to make the most of your finances.

ACCOUNTS JUST FOR YOU:


First Choice Checking

Fortune 50 Checking

YOU MIGHT ALSO BE INTO:

Investments

Generations Gold

Online Banking 

CPR Wealth Advisors

TIPS FOR EFFECTIVE FINANCIAL MANAGEMENT

  • Take advantage of senior discounts wherever you can, and donít be shy in asking for them.
  • Monitor your credit score annually.  Arm yourself with knowledge to accurately review and understand your credit score.
  • Set a budget you can stick to.  Regardless of your income, everyone can benefit from setting a budget.  Determine your savings goals, monthly expenses and eliminate unnecessary purchases.
  • Do not invest with someone you donít know.  Scams targeted at retirees abound.  Your investment opportunities should be carefully researched and verified by reputable professionals.
  • Be informed.  From your investments to your insurance youíll want to audit your current portfolio and policies and make the necessary changes to reflect your needs and preferences during retirement.

Check out our calculators to help you enjoy your retirement while keeping on budget. They'll help you quickly determine what you need to do to stay on track with your financial goals.

happy retiree