Planning for Retirement

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Your Retirement: Planning for a Bright Future

Your retirement represents your financial future, and planning for it can be a real challenge. At Rogue, our team of experienced CUSO Financial Services, L.P. (“CFS”)* Financial Advisors has been helping members reach their retirement goals for over a decade.

Retirement Transition

Transitioning from work and a regular paycheck to relying on your retirement savings can bring about some unwanted surprises, but having a solid retirement plan and strategy early on can help you avoid unnecessary pitfalls. Our CFS Financial Advisors have helped hundreds of our members make this transition. We take the time to understand your needs and help you implement a plan that fits your specific situation.


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Generating Income

In preparation for retirement, you may be starting to think about how to generate more income. You may be wondering things like how much replacement income do I need each month? How much liquidity do I have or need? How much risk am I willing to tolerate in my plan? Does the income need to cover only me, or my spouse as well?

Your CFS Financial Advisor will take the time to learn and understand all the nuances of your needs when it comes to income planning. After all, no two situations are alike. Your financial independence is our primary goal. Call today, and speak with one of our experienced financial advisors.


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Planning For Your Individual Needs

Once you retire, it can be hard to know which income strategy might be the best one for your individual situation. Making informed decisions can really make a big difference. The experienced CFS Financial Advisors at Rogue will take the time to understand your individual needs and risk tolerance, and will help you sort through all the options to find which one is right for you. We believe that when you fully understand all the components, you’ll be more likely to implement your plan successfully. We’re here to serve our members and help them achieve their financial goals. Call today and find out how we can help you.


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Retirement Tax Planning**

Taxes don’t stop when your paycheck does, and retirement planning can get tricky if you’re unaware of the many tax implications and regulations that can affect your assets. That’s why our experienced CFS Advisors are ready to help advise you on things like, when it might be beneficial to consult a tax professional, or which income strategies can be most beneficial for goals. Your financial future is our primary focus.


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