CARE Solutions Wealth Retirement

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retirement

Planning for retirement is one of those things that can feel so overwhelming, you don’t know where to start. Or it’s so far into the future that you don’t even think about it. Let’s shed some light on where to begin.

We C.A.R.E. about helping you plan for the future confidently.

Before meeting with a financial advisor:

Imagine Your Retirement Lifestyle
Think about how you want to spend your retirement—whether it’s traveling, a second career, or new hobbies. Start envisioning what will make you happy.
Understand Health Benefits
Check if you’re eligible for post-retirement medical benefits, especially if you’re planning on early retirement. Explore private plans or Affordable Care Act options if necessary.
Consider Long-Term Care Insurance
If protecting your assets and covering potential nursing home costs is important, look into long-term care insurance.
Review Your Social Security Benefits
Keep a record of your Social Security statements or set up online access to see what monthly benefits you can expect.
List All Your Assets
Take stock of everything—401(k)s, IRAs, savings, investments, property, and other valuables. This will help in planning for income sources during retirement.
Think About Estate Planning
Plan ways to pass on wealth to heirs or charities in a tax-efficient way. Consider consulting experts for personalized advice.
Align Your Savings & Investments with Your Goals
Once you’ve gathered your information, a financial advisor can help you match your savings strategy with your retirement vision.

We’re here to answer any questions, provide clarity, and ensure you feel confident throughout the process. We are here to support you every step of the way

Let’s dig deeper

How to Begin Saving for Retirement in Your 20s and 30s

Starting early can make a huge difference.

How Much Could I Save Over Time?

Seeing the long-term impact of saving can give you motivation.

Why Choose Fidelity Bank

Our 4-step C.A.R.E. Process is how we deliver on our promise. Whether it’s a big decision or a small one, it’s a streamlined, effective process that we use in every interaction to help our clients make informed financial decisions and get where they want to be.

*Neither Osaic Institutions or any of its representatives may give legal or tax advice. Consult your legal and/or tax advisor. Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions 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. We do not provide tax advice. Investors should consult their tax professional for their particular situation.