Already in retirement

Protecting your Savings Plus account from fraud and cybersecurity threats is a crucial aspect of your financial security in retirement. Savings Plus has state-of-the-art protection working for you, but you play an important role in safeguarding your assets. Identify warning signs and explore real-world examples of fraud and cybersecurity that are relevant to retirement planning.

As more people retire early and live longer, some may continue working for a variety of reasons. But you should consider why you want to go back to work and how to balance work with your retirement life.

Continuing Savings Plus participation offers the same free support and lower fees you had before. You can allow your money to potentially keep growing and still have access to it when you need it. And you can get no-extra-cost financial planning.

Leaving something that will be valued and treasured by those who survive you requires thought to ensure that any items that have meaning to you will also have meaning to those you designate to inherit them. At its best, a legacy can help make life better for those who outlive you.

Creating a will may seem like a complicated task, but a little planning upfront can make it easier. Our personal info organizer is a great tool for helping you gather the documents you’ll need to create your will.

Get guidance on establishing a retirement budget, developing an estate plan and how to leave a legacy for heirs or causes that you support. Consult your own professional or contact one of our Personal Retirement Consultants (PRC) for no-extra-cost financial planning.