We’re here to help our customers affected by the U.S. government’s partial shutdown. Please contact the nearest Bell Bank location if you have any financial concerns.
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Q&A with Bell Investments
A. There are five main components.
First, consider your lifestyle, taking into account where you will live and whether you want to travel.
Next, evaluate your retirement income including savings, social security benefits, pension and any other income you might have.
You’ll need to assess your risk tolerance as an investor.
And make sure to think about how you will handle long-term care expenses. Most people turning 65 will need some type of long-term care.
Finally, work with a financial advisor. It’s a lot less daunting with a professional on your side.
Too many people wait until they’re ready to retire to address the issue, but it’s hard to catch up if you wait too long. Call or email me and I’ll help you put a solid retirement plan in place.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Calif., Kan., Minn., Mont., N.D. and S.D.
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