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KEEP YOUR FINANCIAL GOALS ON TRACK...Evaluate, Evaluate, Evaluate.
Planning for the next step isn't always easy. And life's little changes can play havoc when it comes to reaching your financial goals. It's important that you regularly evaluate your progress toward your long-term financial goals and if at all possible, adjust your spending habits accordingly.
Hopefully when you are in your 30's and 40's, you are well established in your employer's retirement plan and hopefully, you are making the maximum contribution. There are many other retirement tools that you can benefit from - Associated offers a variety of other vehicles to enhance your savings goals.
Learn more about our IRA products. We offer Certificate of Deposit IRAs as well as Investment IRAs.
How about your career path? Have you changed jobs? Do you have funds in a previous employer's plan? Has a retirement plan been terminated by an employer? You may be a great candidate for a Rollover IRA.
Now is also good time to try and reduce your debt. If your retirement plan allows, you may want to consider taking a loan from your 401(k) to pay your debt off. The interest rate is typically low and in the end, you're paying yourself back. You can also consolidate debt with a home equity loan or a home equity line of credit.
Tips and Food for Thought…
| Keep in touch with your financial advisor to ensure your financial goals are being met. Associated has the expertise to help you reach them. Click here to request a free no-obligation financial review with a licensed banker and/or financial consultant*. |
Are you approaching 40?
Keep in mind that people are retiring earlier and living longer, so you may need more money than you think. Evaluate your needs on a regular basis. Ask yourself: Will your mortgage be paid off by then? If not, how much money will you need? Do you plan to buy a vacation home or travel extensively? What will it cost to do this? How about health insurance? You may have to pay for your own health insurance after you retire. This can be expensive. Don't forget to estimate this cost.
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And don't forget about your social security… Did you know that you could request a copy of your social security statement to see what payback you'll be getting? Click here to request a copy. |
Check out our interactive calculators
Determine what you'll save if you maximize your contribution with our 401k savings calculator or compute your social security benefits…we have a wide variety of savings and retirement calculators. Click here.
*SECURITIES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. ("AIS"), member FINRA (www.finra.org) and SIPC (www.sipc.org), d/b/a Associated Investment Services Group, Inc. in Minnesota. • Securities offered are NOT deposits or obligations of, insured or guaranteed by Associated Banc-Corp ("AB-C") or any bank or affiliate, are NOT insured by the FDIC or any agency of the United States, and involve INVESTMENT RISK, including POSSIBLE LOSS OF VALUE. • AIS is an affiliate of AB-C.
Bank deposits and loans are offered by Associated Bank ("AB"). AB is an affiliate of Associated Banc-Corp and a member of the FDIC. Equal Housing Lender.
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Identity theft, fraud, email scams… there are many ways criminals can strike online. Associated Bank's identity and credit security suite helps protect your identity and your credit. Meet with one of our Security Specialists to learn more, or click on the links below.
