Retirement In Sight – Empty NestSo the kids are out of the house, you hope, and you’re looking forward to retirement that has nothing to do with rocking chairs. You’re considering a new career, travel or pursuing new interests. Whatever you’re dreaming, you want to have enough money to make it come true.
The home-stretch to retirement – play it safe
Leverage your financial power.Review your banking relationships. The more accounts you have with VistaBank, the more advantages we can offer. Bring us all your banking and financial information. Regardless of the bank or investment company, we’ll review it and make a recommendation that optimizes your earning and savings power.
Spend less time banking.With online banking you can see all your financial information in one place, when and where you want. That convenience means less time managing your finances and more time doing what you want. Ask your VistaBank representative about online banking services.
Check and recheck your retirement.Retirement goals can change. Dreams of endless golf can transform into fantasies of world travel or starting a new business. Ideas of owning a second a home can become visions of exploring the country in an RV. Make sure your retirement plan tracks with your current goals. Get a second opinion on your retirement strategy, talk to a VistaBank representative.
Re-visit your will.Relationships and values can change with time. Make sure your will is current, and store a copy in a VistaBank safe deposit box (Aiken location only). Manage your wealth.
You’ve worked hard to build wealth. Now it’s time to think about your legacy and how you want to transfer that wealth in a way that minimizes the tax burden on the family members and foundations you want to benefit. When you’re ready to express your ideas about your legacy, we’re ready to listen and help. Talk to your VistaBank representative.