Retirement is no longer a speck on the horizon; it is a destination in clear view. Without proper planning, you could find yourself navigating uncharted waters, with a lot of questions and doubts about your future direction. Charting the right course and making the transition to a successful retirement is not an event; it is a process. It doesn't just happen; it takes good planning, money and a positive mental attitude.
To make your retirement the best it can be, take out a sheet of paper and begin answering the questions in the section Retirement Style Checklist. Some topics may require your immediate attention.
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Investment and Insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Sonabank Investments is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are: