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Financial Learning Center


Countdown to Retirement

Putting It All Together

Retirement can be a dramatic change for you. Proper planning now will let you devote your retirement energies to the things you really enjoy doing. Let's review the key elements of a successful retirement strategy.

Retirement Review Time

  • Determine when you can retire and what your retirement lifestyle will be.
  • Make sure you have your insurance needs covered.
  • Understand your Social Security benefits.
  • Develop an investment strategy. As you get older you'll need to get more conservative, but remember you want your portfolio to keep pace with inflation.
  • Monitor your investments. Remember to consider gradually shifting money in and out of investments within your portfolio.
  • As you approach retirement, think about the distribution options that will suit your needs and wants.
  • Understand the tax laws when planning the sale of your home.
  • Estate planning is a critical part of your overall planning.
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window).  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.


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