When you’re in your 50′s, retirement planning is more important than ever, especially considering a number of us can expect to live into our 90′s.
At Westamerica Bank Investment Services, one of our SPF* Financial Advisors can help you create a financial P.L.A.N. and uncover ways to catch-up by:
- Creating a Financial P.L.A.N. (Pay yourself first, Live within your means, Assure your families stability, and Never stop learning)
- Helping you uncover the maximum contribution you’re allowed from your workplace retirement plan and Individual Retirement Accounts
- Uncovering ways to take advantage of annual catch-up contribution provisions
- Discussing ways to create multiple income streams
To learn more about learn more about retirement planning over 50, contact us today to schedule a complimentary, no-obligation appointment