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Retirement Planning


When you're in your 50's, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90's.


At First Heritage Financial Services, our CFS* Financial Advisor can help you prepare for your retirement and uncover ways to catch-up by:

  • Creating a Financial P.L.A.N. (Pay yourself first, Live within your means, Assure your families stability, and Never stop learning)
  • Helping you uncover the maximum contribution your allowed from your workplace retirement plan and Individual Retirement Accounts
  • Uncovering ways to take advantage of annual catch-up contribution provisions
  • Discussing ways to create multiple income streams

How Much Will I Need To Save For Retirement?


Determine how you can improve your retirement outlook by using our pre-retirement calculator.


To learn more about retirement planning over 50, contact our Investment Advisor by scheduling a free, no-obligation appointment.



























































Educational Resources:


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PLANNING FOR RETIREMENT

Most people plan to save for—or want to save for—retirement. But research shows that many people, including those approaching retirement age, do not have enough savings set aside for retirement. Continue reading about Planning for Retirement...




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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.