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Retirement Income Planning

There’s a Big Difference Between Not Working and Not Worrying

Are you approaching retirement …or already retired? If so, you should have a retirement income plan in place to meet your goals.

If you’re like most people, you concentrate on when you’ll retire. However, it’s much more important to think about how you’ll retire, and how you’ll be able to have a steady income. A “hit or miss” plan of generating retirement income may prevent you from enjoying the stress-free retirement journey you’ve worked so hard for.

Ask yourself the following questions:

  • “Am I financially prepared to retire?”
  • “How much income can I realistically expect from my savings?”
  • “What sources of income should I draw upon and when?”
  • “How do I know if my income will last …or run out?”
  • “How should I handle the rollover of my 401(k) plan?”
  • “What about taxes, inflation, rising healthcare costs, low interest rates, and a fluctuating stock market?”
The METRO Investment Services Representative serving San Diego Metropolitan Credit Union can work with you to answer these questions and build a plan for your retirement income that allows you to live without worrying about whether you’ll outlive your savings. For more information, or to arrange a personal one-on-one retirement income planning consultation, call Wendy Cundari at 619.278.5992.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

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  • Contact a Phone Representative for assistance 619.297.4835
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