Discovering Your Retirement Lifestyle

Introduction

Retirement is no longer a speck on the horizon; it is a destination in clear view. Without proper planning, you could find yourself navigating uncharted waters, with a lot of questions and doubts about your future direction. Charting the right course and making the transition to a successful retirement is not an event; it is a process. It doesn't just happen; it takes good planning, money and a positive mental attitude.

To make your retirement the best it can be, take out a sheet of paper and begin answering the questions in the section Retirement Style Checklist. Some topics may require your immediate attention.


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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Investment & Insurance Services at Flagstar Bank is a trade name of Flagstar Bank. Infinex is not affiliated with Flagstar Bank. Certain insurance products are offered through Douglas Insurance Agency, doing business as Flagstar Investment & Insurance Services, which is affiliated with Flagstar Bank. 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.

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