Discovering Your Retirement Lifestyle

Introduction

Retirement is no longer a speck on the horizon; it is a destination in clear view. Without proper planning, you could find yourself navigating uncharted waters, with a lot of questions and doubts about your future direction. Charting the right course and making the transition to a successful retirement is not an event; it is a process. It doesn't just happen; it takes good planning, money and a positive mental attitude.

To make your retirement the best it can be, take out a sheet of paper and begin answering the questions in the section Retirement Style Checklist. Some topics may require your immediate attention.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a Registered Broker-dealer (Member FINRA/SIPC) and SEC-registered Investment Advisor. Products offered through CFS: 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 CFS. General Electric Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.