Retirement Planning

When you’re in your 50′s, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90′s.

At MCU Investment Services available at Millbury Federal Credit Union our Financial Advisor, Joe Murphy, 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 your allowed from your workplace retirement plan and Individual Retirement Accounts
Uncovering ways to take advantage annual catch-up contribution provisions
Discussing ways to create multiple income streams

To learn more about learn more about retirement planning over 50, contact Joe today to schedule a free, no-obligation appointment