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Consolidating Retirement AccountsIn or nearing retirement, everyone should begin to look closely at their funds. If you have IRA's, 401-k's, and pension plans scattered all over, you may want to consider consolidating your accounts. At CASE Credit Union our Kovack Securities, Inc* Financial Advisor, David Ballantyne, can help you. He is here to answer all your questions and possibly find ways to:
Retirement Planning Over 50When 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. David Ballantyne, our Financial Advisor, can help you create a financial P.L.A.N. and uncover ways to catch-up by:
Income Strategies in RetirementMillions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job in an effort to recover from recent market volatility. Fortunately, there are several possible solutions available for those who need to increase their income during their non-working years. Our Financial Advisor, David Ballantyne, can help you overcome several retirement income challenges and stretch your retirement income throughout your lifetime by:
To learn more about retirement planning, contact David Ballantyne today to schedule a free, no-obligation appointment:
*Non-deposit investment products and services are offered through Kovack Securities, Inc, a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Kovack Securities, Inc: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through Kovack Securities, Inc. The credit union has contracted with Kovack Securities, Inc to make non-deposit investment products and services available to credit union members. The Kovack Securities, Inc registered representative associated with this site may only discuss and or transact securities business with residents of the following states: Michigan |