Living in Retirement
Adjusting your lifestyle as you age, accommodating healthcare considerations, making the most of social security, planning your estate, anticipating and adjusting to shifts in the economy…when you reach retirement, money management looks a little different. It’s never too soon to start planning.
In this important phase of life, your local TowneBank banker can be a valuable point of contact for all sorts of resources, including Towne Wealth Management* and Towne Benefits. Towne Wealth Management can work with you to set up a comprehensive strategy for growing your funds until you need them and then withdrawing and using them wisely. Towne Benefits can provide priceless health insurance planning advice, including understanding and navigating Medicare.
Now is a great time to contact your TowneBank professionals and start this conversation.
*Investment and Insurance products are not a deposit, not FDIC-insured, not guaranteed by TowneBank, not insured by any state or federal government agency, and may go down in value.
Only deposit products are FDIC insured.
When Towne Wealth Management is mentioned Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are: NOT insured by FDIC or any governmental agency, NOT guaranteed by TowneBank, NOT deposits or obligations of TowneBank, and are subject to risk and may lose value. Towne Wealth Management, TowneBank, and its affiliates are not registered broker/dealers and are independent of Raymond James Financial Services Advisors, Inc.
The information provided is not intended to be legal, tax, or financial advice or recommendations for any specific individual, business, or circumstance. TowneBank cannot guarantee that it is accurate, up to date, or appropriate for your situation. Financial calculators are provided for illustrative purposes only. You are encouraged to consult with a qualified attorney or financial advisor to understand how the law applies to your particular circumstances or for financial information specific to your personal or business situationOnly deposit products are FDIC insured.