Advice & Resources
If you're like almost half of all adult Americans, you haven't made any real retirement plans or put aside savings for it. However, planning for retirement is crucial.
At Palmetto Citizens, we can help you protect, manage and grow your retirement savings. Our array of high deposit money market accounts, individual retirement accounts and investment services can all work together to help your money last a lifetime. Contact us today for more information on creating a successful retirement plan. You can also use the following tools to help gauge your retirement.
Retirement Center - This resource page through the Credit Union National Association contains articles, videos, calculators and more to help you in reaching a financially secure retirement.
Retirement Road Test - Where are you on the road to retirement? How confident are you that you will have enough money set aside? Do you feel good about how you're investing the dollars you've already saved? Test drive your retirement plan and find out if you are on the path to a secure retirement. The Road Test will make a recommendation on the total percentage of your income you need to save to meet your retirement goals. It will also provide you with a recommended asset allocation.
Palmetto Citizens Trust & Investment Services - Our Trust & Investment Services representatives, serving Palmetto Citizens FCU, can work with you to answer your retirement questions and build a plan for your future. Check our Upcoming Events page for future no-cost financial education seminars on retirement, and a host of other topics to help you achieve your financial potential.