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Planning for Retirement

A financially secure retirement starts with a good plan.

Planning for financial security while nearing retirement can be a daunting task. To help eliminate some of the confusion and get you started, we’ve pulled together a few resources.

Planning for Retirement Videos

The Cooperative Credit Union Association (CCUA) has created a series of six back-to-basics web sessions designed specifically to help you prepare financially for retirement.

Session 1: Start with a Plan

Session 2: Will Social Security be Enough?

Session 3: What to do with Your 401(k)

Session 4: Pick a Strategy

Session 5: Inflation’s Effect on Purchasing Power

When Session 6: Healthcare at 65

Retirement Consulting

At any Members First branch, you have access to a Financial Advisor with the Commonwealth Financial Group to discuss retirement planning. Schedule a no obligation consultation with Ian Frederick to start preparing for the future today.

Retirement Accounts

Members First offers retirement savings and certificate options to help you save for retirement through regular contributions or for set terms with locked-in rates. As always, your funds are insured up to $500,000 with us.

Retirement Calculators

Our financial calculators will assist with determining how long your retirement savings will last, how much income you can expect from your savings, and just how big your nest egg should be.

How long will my retirement savings last?
Find out how long your retirement savings will last based on your savings and inflation-adjusted withdrawals.

Retirement Income Calculator
Determine how much monthly income your retirement savings may provide during retirement.

We’re here to help along your retirement planning journey. If you have any questions along the way, don’t hesitate to contact us.