Nearing Retirement
You may have an idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? We will help you build a plan to get the most out of your retirement.
At UFCU one of our CFS Financial Advisors available through CUSO Financial Services, L.P. can meet with you to uncover your needs and long-term goals, then build a financial plan, that will help you to understand:
- Which investment strategy is appropriate for you, your family, and your future
- Various asset allocation models and investment vehicles used to plan for a comfortable retirement
- Your risk tolerance and time horizon
- The ups-and-downs of the market and how they may affect your long and short-term goals
Contact us today to learn more about our retirement planning options and schedule a complimentary, no-obligation appointment.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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