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Retiree

Retirement

Retirement

Protect Your Wealth and Start Paying Yourself 

The freedom to live the retirement lifestyle of your choice with more time to spend with your friends and family can make your retirement years truly enjoyable. However, this is not the time to become complacent about your financial initiatives. Stay open to new ideas and opportunities to leverage your money, even if you are satisfied with your products and their performance.

Here are some ways Community First Bank can help you fortify your financial position during your retirement years:

1. Conserve time and money with Community First Bank's convenient checking accounts with online banking and bill pay and no-charge ATM services
2. Relieve your family from making difficult decisions
3. Rent a safe deposit box

Tips for Effective Financial Management:

  • Take advantage of senior discounts wherever you can, and don’t be shy in asking for them.
  • Do not invest with someone you don't know. Scams targeted at retirees abound. Your investment opportunities should be carefully researched and verified by reputable professionals.
  • Be informed. From your investments to your insurance you’ll want to audit your current portfolio and policies and make the necessary changes to reflect your needs and preferences as a retiree.
  • Create a complete and detailed listing of your financial, investment, insurance and trust products and put a copy in your safe deposit box.

Some Financial Calculators for the Retiree on the go..

Our calculators can help you determine what you need to achieve your goals and stay on budget.

For help determining the best accounts and products for sound and productive money management during your Retirement Lifestage, please contact us at 337-365-6677 or . We’re here for you!