Spring break is right around the corner for area schools. Perhaps you’ve been planning a trip and carefully coordinating work and extracurricular schedules for a chance to escape one week of Michigan’s unpredictable weather. From researching potential travel destinations, hotel, gas or airfare prices, to timing and budget considerations, you’ve planned a mini-dream getaway to find some sun and rejuvenate. You have spent countless hours planning for a one week vacation. Now I ask you to consider the longest vacation of your life: retirement. How much time have you spent planning for that? Have you looked at costs and a budget? How will you pay your bills? Are you saving enough?
Let Andrew Maniaci, CFS Advisor at TBA Investment Services* save you time and assist you in examining your options and deciding what type of plan may be right for you.
Call 231.946.8794 or email Andrew today to schedule a no-obligation appointment and gain valuable information on financial planning topics that include:
· Retirement Planning
· 457, 401(k) and 403(b) Rollovers
· Mutual Funds, Annuities, and Life Insurance
· Small Business Retirement Plans
Give yourself peace of mind, call or email Andrew today!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. TBA Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Join us at our Front Street Branch for a FREE workshop discussing the advantages and differences of all the retirement accounts available to you. From IRA to 401k, we'll go over the ABC's of retirement investing. After reviewing your retirement account options, we'll discuss how the decisions you make today impact your future and how to develop an in-depth retirement plan to track your progress toward your goals.
1Annual Percentage Yield. Rate as of 7/1/19, subject to change. Interest not paid on balances over $10,000. No minimum balance or opening deposit required. Some requirements apply, if requirements are not met there are no penalty fees.