Retirement Up Close
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You’ve been saving for it for decades, and now it’s here – your retirement. This period of your life could stretch 20 to 30 years or more. Instead of your finances getting simper, they take on more significance. Let
VistaBank help. We can help you structure your finances to match your retirement goals. We can also help you plan for transferring your wealth to family members and extending your legacy to the organizations you value.
It’s time to enjoy what you’ve worked hard for
Leverage your financial power.
You’re not getting older, you’re getting more powerful; Leverage your
resources and 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.
Tweak your retirement.
Retirement goals can change. Your perspective in your 40s and 50s can be
dramatically different in your 60s and 70s. Plus, your life expectancy
is much greater than the generations that came before you. Make sure
your retirement is structured for a long and enjoyable life. Get a
second opinion on your retirement strategy, talk to a
VistaBank
representative.
Re-visit your will.
Relationships and values can change with time. Update your will and store a copy in a
VistaBank safe deposit box (Aiken location only).
What to do with your wealth?
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 family members and
foundations you want to benefit. Tax laws can change and other factors
can, too. Get a second opinion, talk to your
VistaBank representative.
Relieve your family from difficult decisions.
You have specific ideas about how you do or don’t want to spend the last
period of your life. Those wishes can be overlooked when emotions run
high. Make your wishes are clear in a legal document and store a copy in
your safe deposit box.
