Planning for and Enjoying Retirement

 When and how to start

Taking inventory

Understanding Social Security

Understanding Medicare

Principles of investing

 

Participating in a 401K plan: 1) The Basics 3) Managing the investments,  
  2) The Nuts & Bolts 4) Distributions at retirement

 

 403B,  457 and other employer plans:  1) An overview of 403b and 457 plans,  2) Simplified employee pensions

 

Other types of investments: 1) Stocks & Bonds  3) Tax-deferred and tax-free
  2) Mutual funds 4) Other

 

Understanding annuities, IRAs and Keoghs: 1) Fixed annuities  3) IRAs
  2) Variable annuities  4) Keogh Plans

Retirement and insurance: 1) Cash value life insurance  2) Long-Term Care insurance 

Countdown to retirement

Living in retirement: 1) Distributions form your 401k 2) Other distributions
  3) Managing your investments 4) Putting it all together
When you need to watch your pennies: 1) Making your retirement stream last
  2) Ways to supplement your retirement income
Glossaries
Basic terms potential retirees should know
401k terms
Terms to know when structuring your retirement
General investing and investment terms
Insurance terms
Worksheets:
Mutual Fund Shares
 
 
Meet folks just like you - Listen to their stories
Paul & Julie, Empty Nesters
Steve, who is about to retire
Anna, who is living in retirement
 
Downloadable Quick Guides:
Retirement Income
Investing Basics
Individual Retirement Plans
401K Rollovers
Mutual Funds
Variable Annuities
Fixed Annuities
Retirement Plans for Self Employed
Retirement Plan Distributions
Protecting Retirement Assets
Tax Reduction Strategies
Reverse Mortgages
  

Have questions not addressed in these topics?  

Ask an expert at the local branch nearest you!

 
Blackstone Farmville (downtown) South Boston
Crewe Farmville (Main St.) Halifax
Kenbridge Chase City Henderson, NC
Victoria South Hill Wake Forest, NC
Lawrenceville Clarksville Locations map

 

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  Benchmark Financial Solutions is a trade name of Benchmark Community Bank.  Infinex and the bank 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.