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Financial Learning Center


Understanding the Basics

Now That You Have the Time... Will You Have the Money?

Retirement means different things to different people. For some, retirement might be working less but also having more time to take advantage of outside hobbies and leisure activities. For others, it might mean starting that new business venture. For many, it can mean moving to a different part of the country or traveling to places they dreamed of but never had the time or money to visit.

Whether you have the money can depend on how well you plan between now and the time you actually stop working. Whether you stop in five years or three months, the actions you take today can make a big difference towards securing your future lifestyle. In this section, we'll help guide you through some of the major lifestyle and financial considerations you need to look at today and in the future. Retiring is not an ending... it's the beginning of a new phase in your life.

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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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