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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.



Investments and Insurance products:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A BANK DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY


Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker/dealer, Member FINRA and SIPC and a registered investment advisor. Insurance is offered through Santander Securities LLC or its affiliates.