Coaching: Am I Ready to Retire?

This coaching activity will guide you through setting a retirement goal then evaluates your current retirement savings to see if you're on track to meet it. It provides information about the potential costs and savings you might face during retirement.

Transitioning to retirement takes planning and preparation. But if you're wise, you can set yourself up for success. If you are interested in learning more about retirement planning, we can help! 


Interested in Retirement Planning at First United?


Related Resources

Senior couple sitting together

Retirement Planning

Ready to save? Financial well-being starts here. 

Senior man and woman on a laptop

Retirement Calculator

This tool will help you calculate your retirement funds by projecting income level, monthly savings, age and life expectancy, and percent rate of return on savings.

Couple getting on the right track for retirement

Getting on the Right Track for Retirement

The best way to assure financial security for you and your family is to build a solid plan now, so you can be worry-free and happy in your senior years.