Page 4 - Jolt Credit Union 2022 Spring Newsletter
P. 4
Do You Have a Plan for
AFTER THE
PLAN?
Investing wisely in anticipation of retirement
is critically important, but so is planning
for what happens after you retire. The
first few years of retirement need special
attention to help bring in other forms of
income so you can delay taking Social
Security for as long as possible to
maximize your benefits. It’s important to
start planning now to understand how
your portfolio might need to change.
Use our helpful resource, Make Your
Retirement Years Golden — Diversified
Income: Three Practical Solutions.
Access this complimentary resource at
www.joltcu.com/retirementincome.
The financial professional, Noah Ferrio, located at
Jolt Credit Union can help you with your current plan
and explore whether any adjustments need to be made to
help you reach your goals with confidence. Get in touch with him
today at (989) 797-7194.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage
Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is
Scan to access the not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities
retirement resource available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution
Guarantee. Not a deposit of any financial institution.
CBSI-3655799.1-0721-0823 © CUNA Mutual Group
EMPLOYEE SPOTLIGHT
Karena Burns Jeff Nellett Amy Benkert
JANUARY FEBRUARY MARCH
